Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
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.
Qualifications
Firm CRD# 6413
Series 4, 7, 24, 53, 63
Minimum Assets Required
$100,000
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.
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
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
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.
Fee-Based, Commissions, Flat Fee, Based on Assets
Endowment Wealth Management
AWMA®, CAIA®, CPA, CFP®, CFA®
Qualifications
Firm CRD# 108652
Series 65, 66
Minimum Assets Required
$0
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.
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | NICOLET WEALTH MANAGEMENT 111 N. Washington Street, Green Bay, WI, 54301 | $2,930,862,255 | 10191 | 58 | A Percentage of AUM, Fixed Fees |
2 | KELLOGG ASSET MANAGEMENT, LLC 200 North Adams Street, Green Bay, WI, 54301 | $2,172,239,299 | 116 | 11 | A Percentage of AUM |
3 | PACKERLAND BROKERAGE SERVICES, INC. 432 Security Blvd., Ste. 101 Green Bay, WI, 54313-9709 | $929,959,984 | 7065 | 273 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | ASSOCIATED INVESTMENT SERVICES, INC. 433 Main Street, Green Bay, WI, 54301-5114 | $827,255,621 | 4827 | 59 | A Percentage of AUM |
5 | HARBOR WEALTH MANAGEMENT, LLC 727 Cormier Road, Suite 101 Green Bay, WI, 54303 | $294,358,597 | 1229 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
6 | NAVIGEN WEALTH MANAGEMENT 2300 Riverside Drive, Green Bay, WI, 54301 | $141,176,524 | 508 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
7 | KCD FINANCIAL, INC. 3061 Allied Street, Suite B Green Bay, WI, 54304 | $123,844,687 | 681 | 50 | 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 | $94,004,601 | 798 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
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.
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.
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.
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.
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.
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.
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.
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.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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