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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Green Bay, WI

Every SEC-registered investment adviser representative at a firm office in Green Bay, with the firms that employ the most of them.

426 registered advisors work in Green Bay; the most are at Packerland Brokerage Services, Inc. (59). 75 list the CFP designation and 366 are also registered broker representatives.

Firms with the most advisors in Green Bay

FirmAdvisors in Green Bay
Packerland Brokerage Services, Inc.59
Morgan Stanley news35
Nicolet Wealth Management32
RBC Capital Markets, LLC news25
Osaic Wealth, Inc. news23
Robert W. Baird & Co. Incorporated news21
Ameriprise Financial Services, LLC news19
Edward Jones news18
LPL Financial LLC news18
Kcd Financial, Inc.15
Raymond James Financial Services Advisors, Inc. news14
Merrill Lynch, Pierce, Fenner & Smith Incorporated news13
Harbour Investments, Inc.11
Thrivent Investment Management Inc.11
Wells Fargo Clearing Services, LLC news11
Wealth Enhancement Advisory Services, LLC news10
Cwm, LLC8
Associated Investment Services, Inc.7
Cetera Investment Advisers LLC news6
J.P. Morgan Securities LLC news6
Pfs Investments Inc.6
Kellogg Asset Management, LLC5
Stifel, Nicolaus & Company, Incorporated news5
Johnson Wealth Inc.4
Commonwealth Financial Network news3

Advisors in Green Bay, A to Z (first 300 of 426)

CFP advisors in Green Bay →

Other cities in Wisconsin

All of Wisconsin →

Milwaukee 1,040Madison 646Brookfield 476Waukesha 398Appleton 386Mequon 208Middleton 170Wausau 123Wauwatosa 118Eau Claire 107La Crosse 100West Bend 92Oshkosh 87Sheboygan 72De Pere 70Janesville 68Altoona 67Neenah 67Fond Du Lac 61Racine 60Kenosha 55Oconomowoc 55Verona 53Fitchburg 50

Questions

How many financial advisors are in Green Bay, WI?

426 investment adviser representatives are registered at firm offices in Green Bay, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 366 of them are also registered as broker representatives, and 75 list the CFP designation.

Which firm has the most financial advisors in Green Bay?

Packerland Brokerage Services, Inc., with 59 registered advisors in Green Bay, followed by Morgan Stanley with 35.

How do I check a financial advisor in Green Bay?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.