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Advisors in Green Bay, Wisconsin
462 Results
Unclaimed

Packerland Brokerage Services, Inc.

location

GREEN BAY, WI

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Kapper is a financial advisor with Packerland Brokerage Services, Inc., located in Green Bay, WI. Aaron is a registered representative with FINRA and a registered investment advisor with the state of Illinois. Aaron has a strong background in finance and accounting, having worked as an accountant for Kapper & Company and as an owner of Job Works, Inc. Aaron holds Series 7, Series 66, and SIE licenses. Aaron's main area of expertise is in providing financial planning and investment management services to individuals, businesses, and charitable organizations. Aaron also offers other financial services such as pension consulting, educational seminars, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Packerland Brokerage Services, Inc.

location

GREEN BAY, WI

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Aaron Andrew Doelger is a financial advisor with Packerland Brokerage Services, Inc., who has been in the industry since 2001. Aaron has a broad range of experience in financial advising, serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. Aaron holds Series 7, Series 63, Series 24, Series 14, and Series 99TO licenses. Aaron is also a registered investment advisor in Wisconsin. In addition to financial advisory services, Aaron is also an independent insurance agent with various companies.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

RBC Capital Markets, LLC

location

Green Bay, WI

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Abigail Cowell is a financial advisor with RBC Capital Markets, LLC, located in Green Bay, WI. Abigail has a background in the financial services industry, having previously worked at WELLS FARGO CLEARING SERVICES, LLC. Abigail holds the Series 63, Series 7TO, and SIE licenses, demonstrating her commitment to professional development and a strong understanding of the financial markets. Abigail is registered in multiple states, including Alabama, Arizona, Arkansas, California, Colorado, Delaware, District of Columbia, Florida, Idaho, Illinois, Indiana, Iowa, Maine, Massachusetts, Michigan, Minnesota, Montana, Nevada, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin, making her a valuable resource for clients in a variety of locations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Osaic Wealth, Inc.

location

GREEN BAY, WI

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Adam Robert Katch is a financial advisor registered with Osaic Wealth, Inc. Adam has been in the financial services industry since March 28, 2006. Adam has held previous roles at Woodbury Financial Services, Inc., Private Client Services, LLC, National Planning Corporation, Invest Financial Corporation, Investment Centers of America, Inc., SII Investments, Inc., and Morgan Stanley DW Inc. Adam specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

GREEN BAY, WI

experience

9 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Adam Wetli is a registered representative with Stifel, Nicolaus & Company, Inc. Adam is licensed in Texas and Wisconsin. Adam has been in the industry since February 25, 2016 and has experience in both brokerage and investment advisory services. Adam is specialized in providing financial planning, portfolio management for individuals and businesses, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Ameriprise Financial Services, LLC

location

GREEN BAY, WI

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Adam T. Lewitzke is a financial advisor at Ameriprise Financial Services, LLC, with over 19 years of experience in the financial services industry. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 66, SIE, and Series 7 licenses. Adam has worked with a variety of clients, including individuals, families, businesses, and retirement plans, providing financial planning, asset allocation services, and portfolio management. Adam is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Robert W. Baird & Co. Inc.

location

GREEN BAY, WI

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Adam Madson is a financial advisor with Robert W. Baird & Co. Inc. based in GREEN BAY, WI. Adam has been a registered representative since June 2004 and has been associated with Baird since November 2023. Adam previously worked at Private Client Services, LLC and SII INVESTMENTS, INC..

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Green Bay, WI

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Adam Alan Paal is a financial advisor associated with Raymond James Financial Services Advisors, Inc. in Green Bay, WI. Adam Alan Paal has been in the industry since 2020. Adam Alan Paal is registered with Financial Industry Regulatory Authority (FINRA) as well as registered in Wisconsin. Adam Alan Paal has passed the SIE, Series 7TO, and Series 66 exams.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Nicolet Wealth Management | CFA ® (Certifications)

location

GREEN BAY, WI

0 Disclosures

ADVISOR BIO

Adam E. Longlais is a financial advisor at Nicolet Wealth Management. Adam has been in the financial industry for over two decades and holds the Series 7, Series 55, and Series 66 licenses. Adam is a CFA charterholder and specializes in providing financial planning services to individuals, corporations, and charitable organizations. Adam works from Nicolet Wealth Management's main office in Green Bay, WI.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Wealth Enhancement Advisory Services, LLC | CFP ®,CFC ® (Certifications)

location

GREEN BAY, WI

0 Disclosures

ADVISOR BIO

Alan Craig Hicks is a financial advisor with Wealth Enhancement Advisory Services, LLC, located in Plymouth, Minnesota. Alan has been in the industry since 1986. Alan has Series 6, 7, 24 and 63 licenses, as well as the SIE exam. Alan is a Certified Financial Planner and a Chartered Financial Consultant. In addition to his work at Wealth Enhancement Advisory Services, LLC, Alan is also involved in other business activities including: Wealth Enhancement Group, All Development, Oneida Golf & Country Club, Highland Crest Baptist Church, and Brown County Ice Management. Alan's professional experience includes roles at LPL Financial LLC, Park Avenue Securities LLC, Guardian Investor Services Corporation, Equico Securities, Inc., The Equitable Life Assurance Society of the United States, Summit Planning Group LLC, and Wealth Enhancement Group. Alan specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Alan's firm has approximately $72 billion in assets under management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
ERISA 3(38) INVESTMENT MANAGER

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