List of Financial planners in Green Bay
There are 240 Financial planners in Green Bay as of October 15, 2025; which is an 0.00% increase from 2023. Of these locations, 86 Financial planners which is 35.83% of all Financial planners in Green Bay are single-owner operations, while the remaining 154 which is 64.17% are part of larger brands. Average age of Financial planners in Green Bay is 6 years and 2 months.Financial planners are also establishing a strong digital presence across various platforms: 120 have LinkedIn profiles, 112 have Facebook Pages, 29 are active on Instagram, 91 have X (formerly Twitter) handles, and 44 have YouTube channels. About 212 Financial planners have their own website and the remaining 28 don’t have their own website.
- 240
Number of Financial planners
- 73
Email addresses
- 235
Phone numbers
- 212
With Websites
- 120
LinkedIn Profiles
- 112
Facebook Profiles
- 29
Instagram Handles
- 91
X Handles
- 44
YouTube Channels
Download list of Financial planners in Green Bay
You can download Financial planners email and phone number lists. Here is a random sample of 10 records for you to look at. Contact our support team to get more details.
| name | address | city | State/Territory | country | phone | Review Count | Rating Scores | url | Facebook Profile | Instagram Handle | YouTube | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mercer Advisors Wealth Management | Address | Green Bay | Wisconsin | United States | Phone | 0 | 0 | Link | ||||||
| Third Coast Wealth Advisors | Address | Green Bay | Wisconsin | United States | Phone | 0 | 0 | Link | ||||||
| Woodmen Financial Resources | Address | Green Bay | Wisconsin | United States | Phone | 5 | 5 | Link | ||||||
| Third Coast Wealth Advisors of Green Bay - Thrivent Financial | Address | Green Bay | Wisconsin | United States | Phone | 0 | 0 | Link | ||||||
| Adam Lewitzke - Financial Advisor, Ameriprise Financial Services, LLC | Address | Green Bay | Wisconsin | United States | Phone | 1 | 5 | Link | ||||||
| Brannon Guyette - RBC Wealth Management Financial Advisor | Address | Green Bay | Wisconsin | United States | Phone | 0 | 0 | Link | ||||||
| Aoibheann Greene - Financial Advisor, Ameriprise Financial Services, LLC | Address | Green Bay | Wisconsin | United States | Phone | 0 | 0 | Link | ||||||
| Richard E. Vezina - RBC Wealth Management Financial Advisor | Address | Green Bay | Wisconsin | United States | Phone | 0 | 0 | Link | ||||||
| Advisors Management Group | Address | Green Bay | Wisconsin | United States | Phone | 4 | 4 | Link | ||||||
| Kelly Diestler - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Green Bay | Wisconsin | United States | Phone | 2 | 3 | Link |
[
{
"name": "Mercer Advisors Wealth Management",
"address": "29**********",
"phone": "********7926",
"email": "tt****@me**********",
"lat": 44.4868879,
"lng": -87.9338517,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "Green Bay",
"star_count": 0,
"rating_count": 0,
"category_name": "Investment companies,Financial planners,Tax consultants"
},
{
"name": "Third Coast Wealth Advisors",
"address": "27**********",
"phone": "********1330",
"email": "th**********@th**********",
"lat": 44.4785063,
"lng": -88.0783964,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "Green Bay",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial consultants,Financial planners"
},
{
"name": "Woodmen Financial Resources",
"address": "12**********",
"phone": "********8833",
"email": "bs******@wo**********",
"lat": 44.5122237,
"lng": -88.057911,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "Green Bay",
"star_count": 5,
"rating_count": 5,
"category_name": "Accountants,Stock brokers,Financial planners,Insurance agencies"
},
{
"name": "Third Coast Wealth Advisors of Green Bay - Thrivent Financial",
"address": "11**********",
"phone": "********1330",
"email": "th**********@th**********",
"lat": 44.4818817,
"lng": -88.084552,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "Green Bay",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "Adam Lewitzke - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "60**********",
"phone": "********0999",
"email": "ad**********@am******",
"lat": 44.483276,
"lng": -88.0567409,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "Green Bay",
"star_count": 5,
"rating_count": 1,
"category_name": "Financial planners,Investment services"
},
{
"name": "Brannon Guyette - RBC Wealth Management Financial Advisor",
"address": "24**********",
"phone": "********4547",
"email": "br**********@rb*****",
"lat": 44.4778684,
"lng": -88.0497881,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "Green Bay",
"star_count": 0,
"rating_count": 0,
"category_name": "Investment services,Financial planners,Financial consultants"
},
{
"name": "Aoibheann Greene - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "20**********",
"phone": "********0668",
"email": "ao**********@am******",
"lat": 44.4861694,
"lng": -88.0287806,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "Green Bay",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial consultants,Financial planners,Investment services"
},
{
"name": "Richard E. Vezina - RBC Wealth Management Financial Advisor",
"address": "24**********",
"phone": "********4552",
"email": "mi**********@rb*****",
"lat": 44.4778684,
"lng": -88.0497881,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "Green Bay",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Investment services,Financial consultants"
},
{
"name": "Advisors Management Group",
"address": "21**********",
"phone": "********2192",
"email": "am**@am*********",
"lat": 44.59075,
"lng": -88.068836,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "Green Bay",
"star_count": 4,
"rating_count": 4,
"category_name": "Accounting firms,Financial planners,Financial consultants,Accountants,Investment services,Tax preparation services,Payroll services,National tax services,Business management consultants,Certified public accountants,Payroll Service Providers"
},
{
"name": "Kelly Diestler - Private Wealth Advisor, Ameriprise Financial Services, LLC",
"address": "26**********",
"phone": "********1144",
"email": "ke**********@am******",
"lat": 44.4906943,
"lng": -88.1082067,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "Green Bay",
"star_count": 3,
"rating_count": 2,
"category_name": "Investment services,Financial consultants,Financial planners"
}
]Loading...
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How many Financial planners are there in Green Bay?
There are a total of 240 Financial planners in Green Bay as of October 15, 2025.
Number of Financial planners in Green Bay with Phone Number
Number of Financial planners in Green Bay with Email
List of Financial planners in Green Bay with Social Media Accounts
Facebook Profiles
Instagram Handles
LinkedIn Profiles
X Handles
YouTube Channels
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Data of Financial planners in Green Bay with/without Website
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Number of Financial planners in Green Bay with website
Number of Financial planners in Green Bay without website
List of Financial planners in Green Bay By Ratings
Download the data of the number of star-rated Financial planners in Green Bay as of October 15, 2025.
Number of 1 star-rated Financial planners in Green Bay
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Number of 3 star-rated Financial planners in Green Bay
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Number of 5 star-rated Financial planners in Green Bay
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