Financial advisers in Green Bay, WI

7 registered investment adviser firms in Green Bay managing $10.3B in assets, based on public SEC Form ADV filings.

Nicolet Wealth Management

Green Bay, WI · Est. 2016

AUM: $4.3B
Per adviser: $95M
Advisers: 45

No reported disclosures

Kellogg Asset Management, LLC

Green Bay, WI · Est. 2009

AUM: $2.9B
Per adviser: $318M
Advisers: 9

No reported disclosures

Packerland Brokerage Services, INC.

Green Bay, WI · Est. 2012

AUM: $1.4B
Per adviser: $8M
Advisers: 165

Associated Investment Services, INC.

Green Bay, WI · Est. 2010

AUM: $1.2B
Per adviser: $43M
Advisers: 27

Macco Financial Group, INC.

Green Bay, WI · Est. 2025

AUM: $278M
Per adviser: $69M
Advisers: 4

No reported disclosures

Kcd Financial, INC.

Green Bay, WI · Est. 2017

AUM: $202M
Per adviser: $7M
Advisers: 27

Titletown Wealth Management, LLC

Green Bay, WI · Est. 2021

AUM: $150M
Per adviser: $75M
Advisers: 2

No reported disclosures