Angel Investor Green Bay WI

Angel Investor in Green Bay, WI. Find phone numbers, addresses and information about Angel Investor in Green Bay.

Thomas Batterman
Vigil Trust & Financial Fiduciaries
(800) 950-8110
Satellite Office
Green Bay, WI
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CTFA, JD

Mr. Jerry A. Ganz, CFP®
(920) 498-8100
2117 S. Oneida Street
Green Bay, WI
Firm
Jerry Ganz Financial Planning
Areas of Specialization
Comprehensive Financial Planning, Retirement Income Management
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
Mr. Richard A. Balch, CFP®
1234 S Ridge Rd
Green Bay, WI
Firm
Woodmen Financial Resources

Data Provided by:
Mr. Rick T. Holewinski, CFP®
(920) 499-9400
2740 S. Oneida Street
Green Bay, WI
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Long-Term Care, Retirement Income Management, Retirement Planning, Tax Planning, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Business Executives

Data Provided by:
Mr. Michael A. Johnson, CFP®
(920) 494-2040
1551 Park Pl Ste 400
Green Bay, WI
Firm
Michael A. Johnson, CFP
Areas of Specialization
Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided by:
Mr. Paul J. Mongin, CFP®
(920) 499-0999
601 Willard Dr
Green Bay, WI
Firm
Ameriprise Financial
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
Mr. R. C. Froistad, CFP®
(920) 499-5453
2113 S Oneida St
Green Bay, WI
Firm
Froistad & Associates, Inc
Areas of Specialization
Accounting, Asset Allocation, Education Planning, General Financial Planning, Investment Management, Investment Planning, Small Business Planning

Data Provided by:
Adam Lewitzke, CFP®
601 Willard Dr
Green Bay, WI
Firm
Ameriprise Financial Services Inc.

Data Provided by:
Ms. Marlene T. Lanoue, CFP®
(920) 431-0000
2740 South Oneida Street
Green Bay, WI
Firm
Ameriprise Financial Services,
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Self-Employed Business Owners

Data Provided by:
Ms. Judith A. Timm, CFP®
(920) 436-5623
111 N Washington St Ste 410
Green Bay, WI
Firm
Morgan Stanley & Company Inc
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Management, Retirement Income Management, Retirement Planning, Securities, Women's Finances
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000



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