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Financial Advisors in Green Bay, WI — Free Estimates
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As of May 2026, RatingsNearMe ranks 20 financial advisors in Green Bay, WI by verified customer ratings and review volume. The highest-rated is Laura Mossakowski, LLC with a 5.0-star rating from 51 verified reviews. Also in the top tier: Heritage Financial and Wael Rashidi - RBC Wealth Management Financial Advisor. The average rating across all listed financial advisors in Green Bay is 4.9 stars from 8 reviews per business on average.
Financial advisors in Green Bay typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
8
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Laura Mossakowski, LLC
2555 Continental Ct # 4, Green Bay, WI 54311, USA
Heritage Financial
2021 S Webster Ave, Green Bay, WI 54301, USA
Wael Rashidi - RBC Wealth Management Financial Advisor
2465 Marina Cir Suite 500, Green Bay, WI 54304, USA
Financial Advisors Rankings in Green Bay, WI
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Laura Mossakowski, LLC2555 Continental Ct # 4, Green Bay, WI 54311, USA | 5.0★ | 51 |
| #2 | Heritage Financial2021 S Webster Ave, Green Bay, WI 54301, USA | 5.0★ | 37 |
| #3 | Wael Rashidi - RBC Wealth Management Financial Advisor2465 Marina Cir Suite 500, Green Bay, WI 54304, USA | 5.0★ | 19 |
| #4 | Macco Financial Group, Inc.1138 Main St, Green Bay, WI 54301, USA | 4.5★ | 8 |
| #5 | Fortress Financial Group - Ameriprise Financial Services, LLC2740 S Oneida St Ste A, Green Bay, WI 54304, USA | 5.0★ | 13 |
| #6 | RBC Wealth Management Branch - Green Bay2465 Marina Cir Suite 500, Green Bay, WI 54304, USA | 5.0★ | 2 |
| #7 | Melotte Financial Advisors, LLC1150 Springhurst Dr Suite 113, Green Bay, WI 54304, USA | 5.0★ | 4 |
| #8 | Lake Edge Wealth Advisors | Raymond James2345 E Mason St, Green Bay, WI 54302, USA | 5.0★ | 1 |
| #9 | Groeschl Wealth Advisors - Ameriprise Financial Services, LLC444 Reid St # 200, De Pere, WI 54115, USA | 5.0★ | 1 |
| #10 | Green Bay Financial Group - Thrivent2301 Riverside Dr UNIT 4, Green Bay, WI 54301, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Green Bay
Macco Financial Group, Inc.
1138 Main St, Green Bay, WI 54301, USA
Fortress Financial Group - Ameriprise Financial Services, LLC
2740 S Oneida St Ste A, Green Bay, WI 54304, USA
RBC Wealth Management Branch - Green Bay
2465 Marina Cir Suite 500, Green Bay, WI 54304, USA
Melotte Financial Advisors, LLC
1150 Springhurst Dr Suite 113, Green Bay, WI 54304, USA
Lake Edge Wealth Advisors | Raymond James
2345 E Mason St, Green Bay, WI 54302, USA
Groeschl Wealth Advisors - Ameriprise Financial Services, LLC
444 Reid St # 200, De Pere, WI 54115, USA
Green Bay Financial Group - Thrivent
2301 Riverside Dr UNIT 4, Green Bay, WI 54301, USA
Financial Consulting Services
225 S Monroe Ave Suite 200, Green Bay, WI 54301, USA
Strategic Financial Group - Ameriprise Financial Services, LLC
380 Main Ave # 2, De Pere, WI 54115, USA
Chambers Financial Group
2010 Velp Ave, Green Bay, WI 54303, USA
Woodmen Financial Resources
1234 S Ridge Rd, Green Bay, WI 54304, USA
Rick T Holewinski - Private Wealth Advisor, Ameriprise Financial Services, LLC
2740 S Oneida St Ste A, Green Bay, WI 54304, USA
Wealth Enhancement Group
3071 Voyager Dr, Green Bay, WI 54311, USA
Sovereign Financial Group, LLC
801 Hoffman Rd #112, Green Bay, WI 54301, USA
Cape Financial Group
2345 E Mason St, Green Bay, WI 54302, USA
Stifel
200 S Washington St #400, Green Bay, WI 54301, USA
WealthPoint Financial
1500 River Pines Dr, Green Bay, WI 54311, USA
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Frequently Asked Questions — Financial Advisors in Green Bay
What is a fiduciary financial advisor and why does it matter in Green Bay?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Green Bay, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Green Bay?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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