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.

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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.

3rd Party Rankings

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


  • Financial Advisor Close to Brown County, WI

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • 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

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

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.
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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.)



The Top 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: 5 years

HARBOR WEALTH MANAGEMENT, LLC

Website

(920) 434-5310

727 Cormier Road
Suite 101
Green Bay, WI 54303

SEC#: 801-86172
Years in Business: 7 years

PACKERLAND BROKERAGE SERVICES, INC.

Website

(920) 662-9500

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

SEC#: 801-74927
Years in Business: 10 years

NAVIGEN WEALTH MANAGEMENT

Website

(920) 676-3334

677 Baeten Road
Suite 250
Green Bay, WI 54304

SEC#: 801-114856
Years in Business: 3 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: 13 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: 20 years

HARBOUR INVESTMENTS, INC.

Website

(920) 435-4800

2131 South Webster Avenue
Suite 200
Green Bay, WI 54301

SEC#: 801-29185
Years in Business: 35 years

 


Brown County, WI Financial Advisor FAQs

Brown County is located in the state of Wisconsin. The county seat is Green Bay, which is also the largest city in Brown County. It is located in the northeastern corner of the state and is bordered by Door County to the north, Oconto County to the east, Manitowoc County to the south, and Calumet County to the west. According to the latest report from the Wisconsin Department of Workforce Development, the top employer in Brown County is Advocate Aurora Health with over 9,000 employees. Their annual revenue is estimated at $4.5 billion. Brown County is most well-known for its beautiful scenery and landscapes. The county is home to many parks and nature preserves, as well as the picturesque Brown County Inn. Others might say that the locals are what make Brown County so special – everyone is friendly and welcoming, and there’s always something fun to do. The financial advisors in Brown County, a county in the state of Wisconsin, serve as a vital resource for those looking to make their lives more financially secure. Established in 1818, this county is found in the eastern part of its state, and is a component of the Green Bay, WI Metropolitan Statistical Area. Its seat is the City of Green Bay, and some of the major cities close by are Milwaukee, Madison, and Chicago. The links below will help you connect with the neighboring financial advisors in Brown County, Wisconsin.

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.

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.