Investment advisers in Green Bay, WI
7 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Nicolet Wealth Management | $4.29 billion | 75 | 0 |
| Kellogg Asset Management, LLC | $2.86 billion | 9 | 0 |
| Packerland Brokerage Services, Inc. | $1.36 billion | 318 | 8 |
| Associated Investment Services, Inc. | $1.17 billion | 60 | 2 |
| Macco Financial Group, Inc. | $277.8 million | 8 | 0 |
| Kcd Financial, Inc. | $202.1 million | 29 | 4 |
| Titletown Wealth Management, LLC | $150.3 million | 2 | 0 |