
Find a Financial Advisor in Brown County, WI
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We did the hard work of finding trustworthy partners in Brown County, WI.
We Only Work With The Best Brown County Financial Advisors
We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.
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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more
Conflict Free
Our partners will never sell investment products they receive a commission from
Experience
All of our partners have been in business for 10+ years
Education & Designations
All of our partners are advisors who hold the proper designations from FINRA
Trustworthiness
All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC
Our Process for Choosing
An Independent Financial Advisor in Brown County, WI
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Financial Advisor Close to Brown County, WI
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All Advisors Must Meet Fiduciary Standard
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“Fee-Only” Compensation To Ensure Conflict-Free Advice
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Exemplary Disciplinary History
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Required Education and Designations
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Expertise with Client’s Specific Needs
The Value of Working With the Best Financial Planners in Brown County, WI
A good financial planner can increase your returns by as much as 3% annually.
Vanguard
$2,010,221.91
Without Advisor
$4,643,687.46
With Advisor
Find a Fee-Only Financial Planner Near Brown County, WI
We evaluated over 13,000 RIA firms to bring you the best of the best Brown County financial advisors.
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.)
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The Top Financial Advisor Firms in Brown County, WI
KCD FINANCIAL, INC.
(920) 347-34003061 Allied Street
Suite B
Green Bay, WI 54304
SEC#: 801-110069
Years in Business: 5 years
HARBOR WEALTH MANAGEMENT, LLC
(920) 434-5310727 Cormier Road
Suite 101
Green Bay, WI 54303
SEC#: 801-86172
Years in Business: 7 years
PACKERLAND BROKERAGE SERVICES, INC.
(920) 662-9500432 Security Blvd.
Ste. 101
Green Bay, WI 54313
SEC#: 801-74927
Years in Business: 10 years
NAVIGEN WEALTH MANAGEMENT
(920) 676-3334677 Baeten Road
Suite 250
Green Bay, WI 54304
SEC#: 801-114856
Years in Business: 3 years
ASSOCIATED INVESTMENT SERVICES, INC.
(800) 595-7722433 Main Street
Green Bay, WI 54301
SEC#: 801-71639
Years in Business: 11 years
NICOLET ADVISORY SERVICES, LLC
(920) 430-1400111 N. Washington Street
Green Bay, WI 54301
SEC#: 801-108012
Years in Business: 5 years
KELLOGG ASSET MANAGEMENT, LLC
(800) 236-0082200 North Adams Street
Green Bay, WI 54301
SEC#: 801-70113
Years in Business: 13 years
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
(920) 884-90003071 Voyager Dr., Ste A
Green Bay, WI 54311
SEC#: 801-60749
Years in Business: 20 years
HARBOUR INVESTMENTS, INC.
(920) 435-48002131 South Webster Avenue
Suite 200
Green Bay, WI 54301
SEC#: 801-29185
Years in Business: 35 years
Brown County, WI Financial Advisor FAQs
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Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.