Green Bay, WI Financial Advisors and Resources



Financial Advisor Firms in Green Bay, 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 Green Bay, WI?

  • Population: 104,777
  • % of Population 62 Years and Over: 15.9%
  • Average Home Value: $138,900
  • Average Monthly Housing Cost: $800
  • Average Household Income: $64,595
  • 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.)


Green Bay, WI Financial Advisor FAQs

Ask three of your most financially savvy friends for their favorite advisor and call or meet with each of them to ask any questions you might have. Keep in mind that having wealth management and investment advisors as one person isn't necessary (though some state broker-dealer regulations may require this). When meeting potential advisors, take note of how they question you about your situation so they can develop a proposal matching your needs.
Financial advisors offer help in managing personal finances with respect to the management of investments and other assets like real estate, bonds, and business holdings.
One of the most popular ways that financial advisors get paid is as a percentage of assets under management. This means that they make a commission on all gains and losses in an account balance over time, as well as fees for other transactions such as securities trades. They might also be compensated based on a set number of hours worked per year or a flat fee for each project to avoid conflicts related to incentives. The nature and amount of compensation will depend on the specific broker's particular business model.
There are a number of factors to consider when choosing a financial advisor. One is their compensation plan, which you should research extensively and ask about before settling on a company. Another consideration is how highly the advisor values trust in clients. Make sure the advisor you're speaking with does not misleadingly advertise free consultations or any other fraudulent terms that might lead clients into parting ways with their money without service. Above all else, it's crucial you find an advisor who tolerates your individuality, cares about your current situation through honest dialogue and customizes strategies accordingly for growing results over time.