Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Green Bay, WI
Every SEC-registered financial advisor at a firm office in Green Bay who lists the Certified Financial Planner designation, A to Z.
The short answer
75 CFP professionals work in Green Bay; the most are at Nicolet Wealth Management (10). 49 are also registered broker representatives.
CFP advisors in Green Bay, A to Z
Every advisor in Green Bay →- Richard A. BalchOsaic Wealth, Inc. · Certified Financial Planner
- Kevin A. BaranczykMorgan Stanley · Certified Financial Planner, Chartered Financial Consultant
- Steven R. BenzschawelRBC Capital Markets, LLC · Certified Financial Planner
- Gary T. BrewtonTitletown Wealth Management, LLC · Certified Financial Planner
- Morgan R. CainMacco Financial Group, Inc. · Certified Financial Planner
- William R. Chambers IIIChambers Financial Group, LLC. · Certified Financial Planner, Chartered Financial Consultant
- James ClarkPackerland Brokerage Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Brian G. CraigRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Steven P. CrispignaHarbour Investments, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Jacob T. CrosbyRobert W. Baird & Co. Incorporated · Certified Financial Planner
- David J. DemeuseWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Katherine E. DepreyFacet · Certified Financial Planner
- Gerard J. DeprezHarbour Investments, Inc. · Certified Financial Planner
- Kelly L. DiestlerAmeriprise Financial Services, LLC · Certified Financial Planner
- Jacob DinkelNicolet Wealth Management · Certified Financial Planner
- Michael J. DreyerHarbour Investments, Inc. · Certified Financial Planner
- Mark A. EnglesAmeriprise Financial Services, LLC · Certified Financial Planner
- Christopher L. FeutzAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Eric A. FlickWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Rc FroistadCetera Investment Advisers LLC · Certified Financial Planner
- Jerrold A. GanzPackerland Brokerage Services, Inc. · Certified Financial Planner
- Douglas M. GjerdeCwm, LLC · Certified Financial Planner
- Melanie S. GraffMorgan Stanley · Certified Financial Planner
- Michael GuPackerland Brokerage Services, Inc. · Certified Financial Planner
- William L. HarringtonPackerland Brokerage Services, Inc. · Certified Financial Planner
- Thomas A. HartNicolet Wealth Management · Certified Financial Planner
- Jordyn HerzogNicolet Wealth Management · Certified Financial Planner
- Alan C. HicksWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Gideon HicksWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Rick T. HolewinskiAmeriprise Financial Services, LLC · Certified Financial Planner
- Joseph HongPackerland Brokerage Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Michael E. JacquesCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- Ryan J. JohnsonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Steven C. JohnsonOsaic Wealth, Inc. · Certified Financial Planner
- Jacob D. KlausHeck Capital Advisors, LLC · Certified Financial Planner
- Henry J. Koehne IIICetera Investment Advisers LLC · Certified Financial Planner
- Christopher M. LamalRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Kyle M. LarsonWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Jan P. LeePackerland Brokerage Services, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Stephanie M. LeeCwm, LLC · Certified Financial Planner
- Brady M. LeniusLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- David A. LeniusLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Lloyd A. LeuthnerCetera Investment Advisers LLC · Certified Financial Planner
- Wendy R. LochChambers Financial Group, LLC. · Certified Financial Planner
- Michael J. MaccoMacco Financial Group, Inc. · Certified Financial Planner
- Patrick J. MadsonNicolet Wealth Management · Certified Financial Planner
- Barry J. MartzahlNicolet Wealth Management · Certified Financial Planner
- Eric R. MartzahlNicolet Wealth Management · Certified Financial Planner
- Matthew R. MayerPackerland Brokerage Services, Inc. · Certified Financial Planner
- Alexis R. McCarthyNicolet Wealth Management · Certified Financial Planner
- Kenneth J. Melotte IIIMelotte Financial Advisors · Certified Financial Planner
- Cheryl A. MossCwm, LLC · Certified Financial Planner
- Laura K. MossakowskiLPL Financial LLC · Certified Financial Planner
- Donald G. MurrayEdward Jones · Certified Financial Planner
- Tucker L. PaschenNicolet Wealth Management · Certified Financial Planner
- Rachel A. PattersonNicolet Wealth Management · Certified Financial Planner
- Todd G. PiontekOsaic Wealth, Inc. · Certified Financial Planner
- Mark B. PiperAmeriprise Financial Services, LLC · Certified Financial Planner
- Jacob J. RabasAssociated Investment Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Anita H. ReschJohnson Wealth Inc. · Certified Financial Planner
- Lee RevolinskiWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Ryan J. RobillardMacco Financial Group, Inc. · Certified Financial Planner
- Michael SchneiderWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Cynthia M. SchoenRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Christopher W. SchulerCwm, LLC · Certified Financial Planner
- Jennifer A. ShammamyKcd Financial, Inc. · Certified Financial Planner
- Craig M. SiminskiOsaic Wealth, Inc. · Certified Financial Planner
- Joshua P. SmithRBC Capital Markets, LLC · Certified Financial Planner
- David J. TassoulOsaic Wealth, Inc. · Certified Financial Planner
- David TuligWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- William S. Van EssPackerland Brokerage Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Sonia L. Wasniak-BohnNicolet Wealth Management · Certified Financial Planner
- Heather S. WellerRBC Capital Markets, LLC · Certified Financial Planner
- Jeremy T. WellerCwm, LLC · Certified Financial Planner
- Jason R. WilkeRBC Capital Markets, LLC · Certified Financial Planner
Firms with the most CFP professionals in Green Bay
Nicolet Wealth Management 10Packerland Brokerage Services, Inc. 8Wealth Enhancement Advisory Services, LLC 8Ameriprise Financial Services, LLC 5Cwm, LLC 5Osaic Wealth, Inc. 5RBC Capital Markets, LLC 4Cetera Investment Advisers LLC 3Harbour Investments, Inc. 3LPL Financial LLC 3Macco Financial Group, Inc. 3Chambers Financial Group, LLC. 2Morgan Stanley 2Raymond James Financial Services Advisors, Inc. 2Robert W. Baird & Co. Incorporated 2
CFP advisors in other Wisconsin cities
All of Wisconsin →Madison 116Brookfield 97Milwaukee 80Appleton 61Waukesha 42Middleton 41Mequon 23Altoona 20Eau Claire 18De Pere 17Wausau 17Delafield 12Hudson 12Verona 12Fitchburg 11Janesville 11La Crosse 11Onalaska 11Stevens Point 11Wauwatosa 11Racine 10New Berlin 9Oshkosh 9Pewaukee 9
Questions
How many CFP financial advisors are in Green Bay, WI?
75 SEC-registered investment adviser representatives at firm offices in Green Bay, Wisconsin list the CFP designation; Nicolet Wealth Management employs the most of them (10).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in Green Bay?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.