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Find Retirement Advisors for Retirement Planning in Green Bay, Wisconsin

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Green Bay, Wisconsin

Last Updated - April 25, 2025

Green Bay has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Green Bay, Wisconsin have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in Green Bay, Wisconsin

VERIFIED

Todd J. Glime Wealth Management, LLC
LUTCF^®, Life Underwriter Training Council Fellow (LUTCF)
Futurity First Wealth Management

Qualifications
CRD# 4697151
Firm CRD# 323065
Series 65

Minimum Assets Required
$5,000

Address

4321 West College Avenue,
Suite 200,
Appleton, WI 54914 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Endowment Wealth Management
AWMA^®, CAIA^®, CPA, CFP^®, CFA^®

Qualifications
Firm CRD# 108652
Series 65, 66

Minimum Assets Required
$0

Address

W6272 Communication Court,
Appleton, WI 54914 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Evexia Wealth, LLC
CAIA^®, FIC, CFP^®, RICP^®, CFA^®

Qualifications
Firm CRD# 323788
Series 65

Minimum Assets Required
$0

Address

1265 Main Street, Suite 105,
Stevens Point, WI 54481 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Flat Fee, Based on Assets

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Top 8 Retirement Planning firms in Green Bay, Wisconsin (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	111 N. Washington Street, Green Bay, WI, 54301	$3,665,411,749	9297	60	A percentage of AUM, Fixed fees
2	200 North Adams Street, Green Bay, WI, 54301	$2,508,796,355	115	11	A percentage of AUM
3	433 Main Street, Green Bay, WI, 54301-5114	$1,000,633,569	5050	62	A percentage of AUM
4	432 Security Blvd., Ste. 101 Green Bay, WI, 54313-9709	$854,243,663	4831	290	A percentage of AUM, Hourly charges, Fixed fees
5	727 Cormier Road, Suite 101 Green Bay, WI, 54303	$362,947,912	1337	6	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
6	2300 Riverside Drive, Green Bay, WI, 54301	$187,789,799	602	2	A percentage of AUM, Hourly charges, Fixed fees
7	3061 Allied Street, Suite B Green Bay, WI, 54304	$182,585,838	697	28	A percentage of AUM, Hourly charges, Fixed fees, Other (A PORTION OF FEES PAID TO 3RD PARTY ADVISORS)
8	1221 Bellevue Street, Suite 102 Green Bay, WI, 54302	$108,517,715	814	3	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Green Bay, Wisconsin

NICOLET WEALTH MANAGEMENT

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QualificationsFirm CRD# 283940

Assets Under Management $3,665,411,749

No. Of Clients9297

Clients Per Financial Advisor155

NICOLET WEALTH MANAGEMENT is a financial advisory firm situated in Green Bay, Wisconsin. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9297 clients. The team consists of 60 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

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KELLOGG ASSET MANAGEMENT, LLC

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QualificationsFirm CRD# 150031

Assets Under Management $2,508,796,355

No. Of Clients115

Clients Per Financial Advisor10

KELLOGG ASSET MANAGEMENT, LLC is a financial advisory firm situated in Green Bay, Wisconsin. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 115 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (SELECTION OF THIRD-PARTY MUTUAL FUNDS TO BUILD DIVERSIFIED MODEL PORTFOLIOS.)

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ASSOCIATED INVESTMENT SERVICES, INC.

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QualificationsFirm CRD# 1464

Assets Under Management $1,000,633,569

No. Of Clients5050

Clients Per Financial Advisor81

ASSOCIATED INVESTMENT SERVICES, INC. is a financial advisory firm situated in Green Bay, Wisconsin. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5050 clients. The team consists of 62 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (MUTUAL FUND WRAP)

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PACKERLAND BROKERAGE SERVICES, INC.

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QualificationsFirm CRD# 37031

Assets Under Management $854,243,663

No. Of Clients4831

Clients Per Financial Advisor17

PACKERLAND BROKERAGE SERVICES, INC. is a financial advisory firm situated in Green Bay, Wisconsin. With a nearly $854M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4831 clients. The team consists of 290 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

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HARBOR WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 153527

Assets Under Management $362,947,912

No. Of Clients1337

Clients Per Financial Advisor223

HARBOR WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Green Bay, Wisconsin. With a nearly $363M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1337 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Other (INCOME TAX PLANNING AND PREPARATION)

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NAVIGEN WEALTH MANAGEMENT

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QualificationsFirm CRD# 145458

Assets Under Management $187,789,799

No. Of Clients602

Clients Per Financial Advisor301

NAVIGEN WEALTH MANAGEMENT is a financial advisory firm situated in Green Bay, Wisconsin. With a nearly $188M assets under management, the firm specializes in crafting personalized retirement planning solutions for 602 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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KCD FINANCIAL, INC.

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QualificationsFirm CRD# 127473

Assets Under Management $182,585,838

No. Of Clients697

Clients Per Financial Advisor25

KCD FINANCIAL, INC. is a financial advisory firm situated in Green Bay, Wisconsin. With a nearly $183M assets under management, the firm specializes in crafting personalized retirement planning solutions for 697 clients. The team consists of 28 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (A PORTION OF FEES PAID TO 3RD PARTY ADVISORS)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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TITLETOWN WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 307752

Assets Under Management $108,517,715

No. Of Clients814

Clients Per Financial Advisor271

TITLETOWN WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Green Bay, Wisconsin. With a nearly $109M assets under management, the firm specializes in crafting personalized retirement planning solutions for 814 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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