NICOLET WEALTH MANAGEMENT
Green Bay, WI
AUM
$4.29B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
45 advisors
Clients
More than 500
Fees
Percentage of AUM
920-430-1400
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in WI, GREEN BAY
10 advisers found
PACKERLAND BROKERAGE SERVICES, INC.
Green Bay, WI
AUM
$1.36B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
165 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
920-662-9500
ASSOCIATED INVESTMENT SERVICES, INC.
Green Bay, WI
AUM
$1.17B
Financial PlanningWealth MgmtTrusts & Estates
Team
27 advisors
Clients
More than 500
Fees
Percentage of AUM
800-595-7722
MACCO FINANCIAL GROUP, INC.
Green Bay, WI
AUM
$277.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(920) 617-6830
KCD FINANCIAL, INC.
Green Bay, WI
AUM
$202.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
27 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
920-347-3400
TITLETOWN WEALTH MANAGEMENT, LLC
Green Bay, WI
AUM
$150.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(920) 468-7443
MELOTTE FINANCIAL ADVISORS
Green Bay, WI
AUM
$97.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
9202416632
CHAMBERS FINANCIAL GROUP, LLC.
Green Bay, WI
AUM
$56.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
920-661-9000
BARINGTON CAPITAL MANAGEMENT, LLC
Green Bay, WI
AUM
$47.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
920-770-5073
ONELEGACY ADVISORS, LLC
Green Bay, WI
AUM
$5.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
920-250-7220