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Find Retirement Advisors for Retirement Planning in Green Bay, Wisconsin

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 you 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 registrations check. 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 - March 22, 2024

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 20 years of experience.

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List of Qualified Retirement Planning Advisors in Green Bay, Wisconsin

advisor-photo

Qualifications
Firm CRD# 6413
Series 4, 7, 24, 53, 63

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 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, Hourly, Commissions, Flat Fee, Based on Assets

advisor-photo
vector.svg VERIFIED

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

Qualifications
CRD# 4697151
Series 65

Minimum Assets Required
$500,000

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

advisor-photo
vector.svg VERIFIED

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

Qualifications
Firm CRD# 108652
Series 65, 66

Minimum Assets Required
$0

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.

Compensation/Fee

Fee-Only, Based on Assets

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
NICOLET WEALTH MANAGEMENT
111 N. Washington Street,
Green Bay, WI, 54301
$2,930,862,2551019158
A Percentage of AUM, Fixed Fees
2
KELLOGG ASSET MANAGEMENT, LLC
200 North Adams Street,
Green Bay, WI, 54301
$2,172,239,29911611
A Percentage of AUM
3
PACKERLAND BROKERAGE SERVICES, INC.
432 Security Blvd., Ste. 101
Green Bay, WI, 54313-9709
$929,959,9847065273
A Percentage of AUM, Hourly charges, Fixed Fees
4
ASSOCIATED INVESTMENT SERVICES, INC.
433 Main Street,
Green Bay, WI, 54301-5114
$827,255,621482759
A Percentage of AUM
5
HARBOR WEALTH MANAGEMENT, LLC
727 Cormier Road, Suite 101
Green Bay, WI, 54303
$294,358,59712296
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
6
NAVIGEN WEALTH MANAGEMENT
2300 Riverside Drive,
Green Bay, WI, 54301
$141,176,5245083
A Percentage of AUM, Hourly charges, Fixed Fees
7
KCD FINANCIAL, INC.
3061 Allied Street, Suite B
Green Bay, WI, 54304
$123,844,68768150
A Percentage of AUM, Hourly charges, Other (A PORTION OF FEES PAID TO 3RD PARTY ADVISORS)
8
TITLETOWN WEALTH MANAGEMENT, LLC
1221 Bellevue Street, Suite 102
Green Bay, WI, 54302
$94,004,6017983
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Green Bay, Wisconsin

QualificationsFirm CRD# 283940

Assets Under Management $2,930,862,255

No. Of Clients10191

Clients Per Financial Advisor176

NICOLET WEALTH MANAGEMENT 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 10191 clients. The team consists of 58 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 150031

Assets Under Management $2,172,239,299

No. Of Clients116

Clients Per Financial Advisor11

KELLOGG ASSET MANAGEMENT, LLC is a financial advisory firm situated in Green Bay, Wisconsin. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 116 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
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 37031

Assets Under Management $929,959,984

No. Of Clients7065

Clients Per Financial Advisor26

PACKERLAND BROKERAGE SERVICES, INC. is a financial advisory firm situated in Green Bay, Wisconsin. With a nearly $930M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7065 clients. The team consists of 273 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 1464

Assets Under Management $827,255,621

No. Of Clients4827

Clients Per Financial Advisor82

ASSOCIATED INVESTMENT SERVICES, INC. is a financial advisory firm situated in Green Bay, Wisconsin. With a nearly $827M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4827 clients. The team consists of 59 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
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 153527

Assets Under Management $294,358,597

No. Of Clients1229

Clients Per Financial Advisor205

HARBOR WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Green Bay, Wisconsin. With a nearly $294M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1229 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
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 145458

Assets Under Management $141,176,524

No. Of Clients508

Clients Per Financial Advisor169

NAVIGEN WEALTH MANAGEMENT is a financial advisory firm situated in Green Bay, Wisconsin. With a nearly $141M assets under management, the firm specializes in crafting personalized retirement planning solutions for 508 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
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 127473

Assets Under Management $123,844,687

No. Of Clients681

Clients Per Financial Advisor14

KCD FINANCIAL, INC. is a financial advisory firm situated in Green Bay, Wisconsin. With a nearly $124M assets under management, the firm specializes in crafting personalized retirement planning solutions for 681 clients. The team consists of 50 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Other (A PORTION OF FEES PAID TO 3RD PARTY ADVISORS)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 307752

Assets Under Management $94,004,601

No. Of Clients798

Clients Per Financial Advisor266

TITLETOWN WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Green Bay, Wisconsin. With a nearly $94M assets under management, the firm specializes in crafting personalized retirement planning solutions for 798 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
  • Portfolio Management for Individuals
View Full Profile

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