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Ryan Jacob Robillard

Advisor at Macco Financial Group, Inc. — Green Bay, WI

Updated today

Credentials

CFP®

Experience

< 1 year

Location

Green Bay, WI 54301

Macco Financial Group, Inc. logo

Macco Financial Group, Inc.

Team

Total advisors

5

Clients per advisor

63 Typical

Avg AUM per client

$867,572 Typical

HNW client ratio

26% Typical

About

Ryan Robillard is a CFP® and financial advisor at Macco Financial Group, Inc. in Green Bay, WI, with one year of industry experience. His prior work includes roles at Aim'n High Silo and the University of Wisconsin-Madison. Macco Financial Group is a fee-based wealth management firm serving individuals, high-net-worth clients, and trusts. The firm utilizes customized model portfolios focused on low-cost mutual funds and ETFs, combining fundamental and technical analysis with occasional short-term trading and independent manager strategies.

Client services

Based on Macco Financial Group, Inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Macco Financial Group, Inc.

Wealth management Options & derivatives strategies

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Fee options

Percentage

$0+: up to 1.30% annually $0+: total blended fee not to exceed 1.80% annually including Independent Manager fees

Other

Account minimum: $250,000 Fee-only: Financial planning fee for clients with relationship size under $250,000 ranging from $150 to $450 per quarter, paid quarterly in arrears.

Location

Green Bay, WI

1138 Main Street

Green Bay WI 54301

Advisors at this office

5

Most active in

Wisconsin

Work history

< 1 year of industry experience

Macco Financial Group, Inc.

2026 - Present • 1 year

Green Bay, WI

Macco Financial Group, Inc.

2024 - 2026 • 2 years

Green Bay, WI

Aim'n High Silo (AHS)

2023 - 2023 • 1 year

Luxemburg, WI

University of Wisconsin-Madison

2023 - 2024 • 1 year

Madison, WI

Springview Landscape

2021 - 2022 • 1 year

Green Bay, WI

University of Wisconsin - Madison

2020 - 2024 • 4 years

Madison, WI

Royal Scot Golf Course & Supper Club

2020 - 2020 • 1 year

New Franken, WI

Student

2016 - 2020 • 4 years

Luxemburg, WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Janessa P

Series 63, Series 65

Denmark, WI

Prosperilux LLC

Janessa Price is the sole advisor at Prosperilux LLC, holding Series 63 and Series 65 licenses with seven years of industry experience. Her prior roles include positions at Harbour Investments, Inc. and Annex Wealth Management, LLC, as well as operating a sole proprietorship since 2006. Outside of financial advising, she co-owns Nordic Grove LLC, a duck and orchard farm, and owns an IT consulting business, Optum Security. Prosperilux LLC is a newly established investment advisory firm providing discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, and business entities. The firm utilizes modern portfolio theory and Monte Carlo analysis, often employing third-party managers and model providers, including sub-advisors and Altruist’s Model Marketplace.

Options & derivatives strategies Cash flow / budgeting Retirement income strategy Wealth management
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David H

Series 63, Series 65

Suamico, WI

Fiduciary Insight, LLC

David Horn is the principal of Fiduciary Insight, LLC, an independent firm based in Suamico, WI. He holds Series 63 and Series 65 licenses and has 20 years of experience in the financial services industry, including prior roles at Titletown Wealth Management, Woodbury Financial Services, and Wells Fargo Advisors. In addition to his advisory work, he is a licensed insurance agent involved in insurance sales. Fiduciary Insight provides investment advisory and financial planning services to individuals and high-net-worth clients, offering tailored strategies based on client goals and risk tolerances. The firm also delivers retirement plan consulting and manages approximately $20 million in discretionary assets, employing a variety of investment approaches and regular account reviews.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k)
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Mark N

Series 63, Series 65

Green Bay, WI

Transform Retirement

Mark Nicholas is a financial advisor at Transform Retirement with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Newport Group Consulting, Pai Trust Company, Employer Retirement Investment Advisors, and Plan Administrators. Transform Retirement provides advisory services to sponsors of employer-sponsored retirement plans as well as individual clients and families, offering investment management and financial planning. The firm emphasizes pension and profit-sharing plan consulting, serving in technical fiduciary roles and typically employing diversified fund menus and strategic allocations tailored to client goals.

Social Security optimization Retirement income strategy College savings (529s, UTMA, etc.) Cash flow / budgeting Founder/Business Owner Christian Faith Based
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Duane M

Series 65

Green Bay, WI

Epiphany Health & Wealth

Duane McVane is a Series 65-licensed financial advisor based in Green Bay, WI, currently operating Epiphany Health & Wealth. He has prior experience with Neighbors Insurance Group, Bankers Life & Casualty, and Holweg Weber. Epiphany Health & Wealth serves individual and high-net-worth clients by providing portfolio management, financial planning, and related services including insurance review and health coaching. The firm employs a diverse investment approach incorporating multiple analytic techniques and maintains a long-term trading orientation.

College savings (529s, UTMA, etc.) Life insurance needs analysis General retirement planning
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Nathan B

Series 63, Series 65

Green Bay, WI

Barington Capital Management, LLC

Nathan Barington is the founder and sole advisor of Barington Capital Management, LLC in Green Bay, WI, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has led his firm since 2016. Barington Capital Management provides discretionary investment supervisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm emphasizes long-term holding strategies supported by charting, fundamental, and technical analysis, while maintaining flexibility for short-term trading when appropriate.

Annuities
user avatar

Kenneth M

CFP®, Series 65

Green Bay, WI

Melotte Financial Advisors

Kenneth Melotte is a CFP®-certified financial advisor with 16 years of industry experience. He founded Melotte Financial Advisors in 2016 after working at Confluence Wealth Management LLC. The firm serves individuals and families, offering comprehensive financial planning, retirement and IRA consulting, portfolio management, and estate and lifetime gifting analysis. Melotte Financial Advisors combines a long-term strategic asset-allocation approach with an optional Tactical Growth strategy, utilizing a mix of low-cost index funds and selective active strategies to manage risk and enhance returns.

Life insurance needs analysis Wealth management Real estate investing Options & derivatives strategies
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