Associated Investment Services, Inc. is a well-established regional investment advisory firm headquartered in Green Bay, WI. With a dedicated team of 59 employees, including 25 experienced investment advisors, they provide comprehensive financial services to a diverse client base. These clients consist of over 3,630 individuals, with assets under management totaling more than $827,256,000. The company's success is built on their commitment to delivering personalized investment solutions tailored to each client's unique financial goals and risk tolerance. Their investment advisors boast an impressive track record, with an average of approximately $32,910,000 in assets under management per advisor. This expertise allows them to effectively manage a wide range of portfolios, including employer 401K plans and individual accounts, which account for over 80% of their assets under management. Associated Investment Services, Inc. offers a flexible compensation structure to align with client needs. This includes a percentage of assets under management, hourly charges, and other fee-based arrangements. Additionally, they extend their services as an insurance broker or agent, providing comprehensive coverage options to safeguard their clients' financial well-being. With 134 offices throughout the region, Associated Investment Services, Inc. has cultivated a strong presence in the market. They take pride in their team of seasoned professionals, some of whom have been with the firm for many years. Notable long-tenured advisors include Jeffrey Edwards, Peter Engstrom, and Jessica Liska. Their collective expertise and commitment to client satisfaction make Associated Investment Services, Inc. a trusted partner for individuals and employers seeking comprehensive financial management solutions.

Navigen Wealth Management, headquartered in Green Bay, WI, is a reputable investment advisory firm specializing in providing personalized financial solutions to high net worth individuals. With a team of three dedicated professionals, including two experienced investment advisors, they offer comprehensive wealth management services. Navigen manages a substantial portfolio, averaging approximately $102,360,000 in assets under management per investment advisor, aligning with industry standards. The firm's compensation structure is diverse, incorporating various methods, such as a percentage of assets under management. Their client base comprises over 160 individuals, entrusting Navigen with more than $141,177,000 in assets under management. Notably, the majority of these assets are from high net worth individuals, while 401K and individual accounts account for less than 30% of the total managed assets. Navigen's expertise extends beyond individual clients as they possess the capability to effectively manage employer funds. Moreover, all the assets they oversee are under their discretionary control, allowing them to make informed investment decisions on behalf of their clients. As a small but well-established investment advisory firm, Navigen Wealth Management operates two offices, catering to clients' financial needs with professionalism and personalized attention. Among their team, Brian Versey and Bradley Nagel stand out as the firm's seasoned registered advisors, bringing extensive experience and industry knowledge to the table. Navigen's commitment to delivering exceptional service and helping clients achieve their financial goals positions them as a trusted partner in wealth management.

Nicolet Wealth Management is a respected regional investment advisory firm headquartered in Green Bay, WI, and boasts a network of nine offices. With a team of 58 dedicated professionals, including 32 experienced investment advisors, they provide comprehensive financial services to a diverse clientele. The firm maintains an average of approximately $91,590,000 in assets under management per investment advisor, aligning well with industry standards. Nicolet Wealth Management's compensation structure offers flexibility, including options such as a percentage of assets under management and fixed fees. While they focus primarily on managing institutional funds, their capabilities extend to overseeing 401K and individual accounts, although these represent less than 30% of their total assets under management. Remarkably, all the assets they manage are discretionary, ensuring that clients trust the firm's expertise and decision-making. With over 3,930 individual clients and an impressive $2,930,862,000 in assets under management, Nicolet Wealth Management has built a robust and loyal customer base. The firm's success can be attributed, in part, to their seasoned advisors, with professionals like Adam Madson, Darrick Munsch, and Darren Grayson contributing their expertise and experience to the team. Nicolet Wealth Management's commitment to delivering tailored financial solutions, combined with their deep knowledge of the industry and dedication to client satisfaction, sets them apart as a trusted partner in wealth management. Whether clients seek investment advice, retirement planning, or portfolio management, Nicolet Wealth Management is poised to provide reliable and comprehensive solutions to meet their unique financial goals.