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Green Bay, WI

We are welcoming clients and prospective clients by appointment. Masks are optional for fully vaccinated individuals.

Financial Advisors in Green Bay

The advisory team at our Green Bay office is ready to address any and all of your retirement planning needs, from investment management to estate planning.

To meet with one of our financial advisors at this location, please call us at 1-800-492-1222 or click the button below.

Request a Meeting in Green Bay

 

financial advisors in green bay

Areas of Focus

  • Asset & Portfolio Management
  • Investment Planning
  • Retirement Income Planning
  • Social Security Planning
  • Tax Planning

Upon Arrival

Free visitor parking is available in the parking lot. Our office is in Suite A.

Get your customized retirement plan.

Request a Meeting

Contact Us

Phone: 1-800-492-1222
Email: info@wealthenhancement.com
Corporate Address: 505 North Highway 169, Suite 900, Plymouth, MN

  • Securities Investor Protection Corporation

Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC.  Trust services offered through Wealth Enhancement Trust Services, LLC, a trust company chartered under South Dakota law. Wealth Enhancement Group, Wealth Enhancement Trust Services and Wealth Enhancement Advisory Services are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.

 

WEAS ADV Part 2A with Form CRS    Form CRS          WEAS Supplement to ADV Part 2A          WEAS ADV PART 2A Appendix 1 

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