Brown County, WI Financial Advisors and Resources



Financial Advisor Firms in Brown County, WI


KCD FINANCIAL, INC.

Website

(920) 347-3400

3061 Allied Street
Suite B
Green Bay, WI 54304

SEC#: 801-110069
Years in Business: 4 years

HARBOR WEALTH MANAGEMENT, LLC

Website

(920) 434-5310

727 Cormier Road
Suite 101
Green Bay, WI 54303

SEC#: 801-86172
Years in Business: 6 years

PACKERLAND BROKERAGE SERVICES, INC.

Website

(920) 662-9500

432 Security Blvd.
Ste. 101
Green Bay, WI 54313

SEC#: 801-74927
Years in Business: 9 years

NAVIGEN WEALTH MANAGEMENT

Website

(920) 676-3334

677 Baeten Road
Suite 250
Green Bay, WI 54304

SEC#: 801-114856
Years in Business: 2 years

ASSOCIATED INVESTMENT SERVICES, INC.

Website

(800) 595-7722

433 Main Street

Green Bay, WI 54301

SEC#: 801-71639
Years in Business: 11 years

NICOLET ADVISORY SERVICES, LLC

Website

(920) 430-1400

111 N. Washington Street

Green Bay, WI 54301

SEC#: 801-108012
Years in Business: 5 years

KELLOGG ASSET MANAGEMENT, LLC

Website

(800) 236-0082

200 North Adams Street

Green Bay, WI 54301

SEC#: 801-70113
Years in Business: 12 years

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Website

(920) 884-9000

3071 Voyager Dr., Ste A

Green Bay, WI 54311

SEC#: 801-60749
Years in Business: 19 years

HARBOUR INVESTMENTS, INC.

Website

(920) 435-4800

2131 South Webster Avenue
Suite 200
Green Bay, WI 54301

SEC#: 801-29185
Years in Business: 34 years


How Retirement-Friendly is Brown County, WI?

  • Population: 261,368
  • % of Population 62 Years and Over: 17.8%
  • Average Home Value: $180,900
  • Average Monthly Housing Cost: $898
  • Average Household Income: $80,768
  • Wisconsin Total Tax Burden: 8.89% (17th Highest in U.S.)
  • Wisconsin Property Tax: 3.25% (16th Highest in U.S.)
  • Wisconsin Individual Income Tax: 2.72% (13th Highest in U.S.)
  • Wisconsin Sales and Excise Tax: 2.92% (13th Lowest in U.S.)


Brown County, WI Financial Advisor FAQs

What is the advisor's advising philosophy? This doesn't just mean that they focus on income management and saving for retirement, but their philosophy in general.
A financial advisor must be registered with FINRA (Financial Industry Regulatory Authority). For the most part, they are compensated for their services either by charging a flat-rate or percentage of assets under management.
Some of the many consideration in choosing a financial advisor include how good the advisor's client track record is, what their fee structure is, whether or not they have passed any professional competency examinations, and whether or not they have experience with your type of investment knowledge.
One of the most important things they'll do is educate you on how to invest your money effectively so that it grows as much as possible now and for many years in the future. Practically speaking, this might translate into managing investments and diversification into different types of assets.