Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > wisconsin > green bay > NAVIGEN WEALTH MANAGEMENT
NAVIGEN WEALTH MANAGEMENT
2300 Riverside Drive
Green Bay, Wisconsin 54301
Tel: 920-676-3334
About NAVIGEN WEALTH MANAGEMENT
NAVIGEN WEALTH MANAGEMENT, formally registered with the SEC as NAVIGEN WEALTH MANAGEMENT. The firm was established in 03/15/2019. They have over 2 offices throughout the country.
NAVIGEN WEALTH MANAGEMENT is a Green Bay, Wisconsin based Financial Planning firm with nearly $187,789,799 assets under management, offering retirement planning & investment advisory services to 602 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 145458 |
| SEC# | 801-114856 |
| Assets Managed by Firm | $187,789,799 |
| No. of Clients | 602 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 602 | $187,789,799 |
| Individuals (other than high net worth individuals) | 177 | $44,845,921 |
| High net worth individuals | 42 | $142,943,878 |
More Retirement Planning firms in Green Bay, Wisconsin:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $287,514,955,453 | 331500 | 4069 | |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797 | $281,345,911,200 | 25 | 260 |
| $151,331,807,781 | 259 | 503 | |
| $35,460,961,000 | 350 | 64 | |
| $28,558,864,166 | 31 | 14 |
Explore More Retirement Advisors in Green Bay, Wisconsin