Best Financial Advisors in GREEN BAY, Wisconsin
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in GREEN BAY
NICOLET WEALTH MANAGEMENT
GREEN BAY, WI · Since 2016
KELLOGG ASSET MANAGEMENT, LLC
GREEN BAY, WI · Since 2009
TITLETOWN WEALTH MANAGEMENT, LLC
GREEN BAY, WI · Since 2021
MACCO FINANCIAL GROUP, INC.
GREEN BAY, WI · Since 2025
KCD FINANCIAL, INC.
GREEN BAY, WI · Since 2017
PACKERLAND BROKERAGE SERVICES, INC.
GREEN BAY, WI · Since 2012
ASSOCIATED INVESTMENT SERVICES, INC.
GREEN BAY, WI · Since 2010
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in GREEN BAY?
The median advisory fee in GREEN BAY, WI is 0.95% of assets under management per year, based on Form ADV filings from 7 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.