Top advisors in Green Bay
We’ve curated a list of the best financial advisors in Green Bay, take a look at it below
Find an advisor in Green Bay| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $317,515,903 | 273 advisors | ||
| 2 | $294,358,597 | 6 advisors | ||
| 3 | $94,004,601 | 3 advisors | ||
| 4 | $2,476,893 | 50 advisors |
How we came up with this list
To generate our top financial advisors list in Green Bay, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Green Bay. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Packerland Brokerage Services, Inc.
Assets under management
$317,515,903
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
2. Harbor Wealth Management, LLC
Assets under management
$294,358,597
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Income Tax Planning And Preparation
3. Titletown Wealth Management, LLC
Assets under management
$94,004,601
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
4. Kcd Financial, Inc.
Assets under management
$2,476,893
Fee structure
A percentage of assets under your management
Hourly charges
A PORTION OF FEES PAID TO 3RD PARTY ADVISORS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Your first meeting is free.