24 financial advisors & firms and 0 insurance agents verified near Green Bay, WI โ every one cited to the regulator, claimable and removable by the person named.
RIA firm ยท Green Bay, WI 54304 ยท Registered investment adviser ยท $202M AUM
CRD 127473 ยท verify at the regulator
RIA firm ยท Green Bay, WI 54304 ยท Registered investment adviser ยท $47M AUM
CRD 282826 ยท verify at the regulator
RIA firm ยท Green Bay, WI 54304 ยท Registered investment adviser ยท $98M AUM
CRD 286218 ยท verify at the regulator
RIA firm ยท Green Bay, WI 54304 ยท Registered investment adviser ยท $5M AUM
CRD 328926 ยท verify at the regulator
RIA firm ยท Green Bay, WI 54301 ยท Registered investment adviser ยท $1.2B AUM
CRD 1464 ยท verify at the regulator
RIA firm ยท Green Bay, WI 54301 ยท Registered investment adviser ยท $2.9B AUM
CRD 150031 ยท verify at the regulator
RIA firm ยท Green Bay, WI 54301 ยท Registered investment adviser ยท $4.3B AUM
CRD 283940 ยท verify at the regulator
RIA firm ยท Green Bay, WI 54301 ยท Registered investment adviser ยท $278M AUM
CRD 337398 ยท verify at the regulator
RIA firm ยท Green Bay, WI 54303 ยท Registered investment adviser ยท $56M AUM
CRD 293191 ยท verify at the regulator
RIA firm ยท Green Bay, WI 54302 ยท Registered investment adviser ยท $150M AUM
CRD 307752 ยท verify at the regulator
RIA firm ยท DE Pere, WI 54115 ยท Registered investment adviser ยท $1.6B AUM
CRD 290405 ยท verify at the regulator
RIA firm ยท DE Pere, WI 54115 ยท Registered investment adviser ยท $38M AUM
CRD 312256 ยท verify at the regulator
RIA firm ยท Depere, WI 54115 ยท Registered investment adviser ยท $51M AUM
CRD 317183 ยท verify at the regulator
RIA firm ยท DE Pere, WI 54115 ยท Registered investment adviser ยท $143M AUM
CRD 323130 ยท verify at the regulator
RIA firm ยท Green Bay, WI 54313 ยท Registered investment adviser ยท $1.4B AUM
CRD 37031 ยท verify at the regulator
RIA firm ยท Hobart, WI 54155 ยท Registered investment adviser ยท $337M AUM
CRD 142926 ยท verify at the regulator
RIA firm ยท Appleton, WI 54913 ยท Registered investment adviser ยท $108M AUM
CRD 111421 ยท verify at the regulator
RIA firm ยท Appleton, WI 54913 ยท Registered investment adviser ยท $408M AUM
CRD 142682 ยท verify at the regulator
RIA firm ยท Appleton, WI 54913 ยท Registered investment adviser
CRD 147589 ยท verify at the regulator
RIA firm ยท Appleton, WI 54913 ยท Registered investment adviser ยท $1.0B AUM
CRD 149830 ยท verify at the regulator
RIA firm ยท Appleton, WI 54913 ยท Registered investment adviser ยท $43M AUM
CRD 151866 ยท verify at the regulator
RIA firm ยท Appleton, WI 54913 ยท Registered investment adviser ยท $4M AUM
CRD 168989 ยท verify at the regulator
RIA firm ยท Appleton, WI 54913 ยท Registered investment adviser ยท $805M AUM
CRD 169978 ยท verify at the regulator
RIA firm ยท Appleton, WI 54913 ยท Registered investment adviser ยท $70M AUM
CRD 285623 ยท verify at the regulator
Verified advisors and insurance agents in the places closest to Green Bay, WI.
A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing โ always confirm licensure directly with the regulator.