Top financial advisors in Green Bay, WI
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might be considering your retirement options or managing a public pension if you work in government roles common in Green Bay. Without an advisor familiar with these pensions, you could miss out on strategies that maximize your benefits and income.
- Pension system knowledge. Confirm the advisor understands Wisconsin's public pension rules and how they affect your retirement timeline.
- Income sequencing. Ask how they plan withdrawals alongside pension income to avoid unnecessary taxes or penalties.
- Benefit optimization. Look for advisors who can evaluate survivor benefits, cost-of-living adjustments, and other pension features that impact your long-term security.
- Coordination with other assets. Ensure they consider your pension alongside Social Security and personal savings for a comprehensive plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Katherine D
CFP®
Green Bay, WI
Facet
Katherine Deprey, a CFP® professional in Green Bay, offers expertise in retirement plans for business owners and sustainable investing, which can complement pension income strategies. Her firm, Facet, provides a subscription-based financial planning model with technology-driven asset allocation and flat membership fees, distinguishing her approach from traditional fee structures and catering to a broad range of net worth levels.
Experience: 3 years
Avg account: $515,820
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Brady B
Series 63, Series 65
Green Bay, WI
CreativeOne Securities, LLC
Brady Bellue's 25 years of experience and expertise in annuities and retirement plans for business owners make him well-equipped to navigate Green Bay's public pension landscape. His flat-fee and hourly consulting options, combined with an independent approach and involvement in insurance and business consulting, offer a comprehensive perspective compared to other local advisors.
Experience: 26 years
Avg account: $183,544
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Drew R
Series 66
Green Bay, WI
Associated Investment Services, Inc.
Drew Redard in Green Bay, WI, offers expertise in tax-loss harvesting and active portfolio management, which can help optimize income sequencing alongside pension benefits. His firm serves individual investors and small entities with model portfolios and separately managed accounts, charging fees between 1.42% and 1.81%, providing a blend of independent advice and diverse investment strategies.
Experience: 4 years
Avg account: $303,096
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Mike D
Series 63, Series 65
Green Bay, WI
Creativeone Wealth, LLC
Mike Demeuse in Green Bay offers extensive experience with 27 years in the industry and specializes in active portfolio management, ESG investing, and options strategies, which can complement pension income planning. His firm, CreativeOne Wealth, provides flexible fee structures including flat fees and negotiable rates, serving a diverse client base from individuals to corporations, distinguishing him from advisors with narrower focuses or fee models.
Experience: 27 years
Avg account: $264,766
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Andrew F
CFP®, Series 66
Green Bay, WI
Macco Financial Group, Inc.
Andrew Froelich, a CFP® with nine years of experience in Green Bay, offers wealth management services through Macco Financial Group, which specializes in comprehensive planning for individuals and high-net-worth clients. His firm uses model portfolios with low-cost mutual funds and ETFs, blending fundamental and technical analysis, and charges up to 1.30% annually, distinguishing him with a balanced investment approach and independent status.
Experience: 10 years
Avg account: $867,572
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