Kellogg Asset Management, LLC

Kellogg Asset Management, LLC (CRD# 150031) is a financial advisory firm headquartered in Green Bay, WI. They manage $1,533,470,014 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1,533
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $383,367,504
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Kellogg Asset Management, LLC
Showing 1 - 10 of 14 top financial advisors.
1
Patrick A. Fry
CRD#: 1884853
200 North Adams Street, Green Bay, WI 54301
96
Wealthminder
score

Patrick Fry (CRD# 1884853) is an Investment Advisor Representative working at Kellogg Asset Management, LLC in Green Bay, WI and has over 29 years of experience in the finance industry.

2
Adam E. Longlais
CRD#: 4205182
200 North Adams Street, Green Bay, WI 54301
96
Wealthminder
score

Adam Longlais (CRD# 4205182) is an Investment Advisor Representative working at Kellogg Asset Management, LLC in Green Bay, WI and has over 15 years of experience in the finance industry.

3
John P. Thayer
CRD#: 1603202
200 North Adams Street, Green Bay, WI 54301
96
Wealthminder
score

John Thayer (CRD# 1603202) is an Investment Advisor Representative working at Kellogg Asset Management, LLC in Green Bay, WI and has over 19 years of experience in the finance industry. John Thayer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Sara J. Walker
CRD#: 4260355
200 North Adams Street, Green Bay, WI 54301
96
Wealthminder
score

Sara Walker (CRD# 4260355) is an Investment Advisor Representative working at Kellogg Asset Management, LLC in Green Bay, WI and has over 16 years of experience in the finance industry.

5
John B. Duffy
CRD#: 2940343
200 North Adams Street, Green Bay, WI 54301
93
Wealthminder
score

John Duffy (CRD# 2940343) is an Investment Advisor Representative working at Kellogg Asset Management, LLC in Green Bay, WI and has over 20 years of experience in the finance industry.

6
Roy M. McCanna
CRD#: 1093700
200 North Adams Street, Green Bay, WI 54301
93
Wealthminder
score

Roy McCanna (CRD# 1093700) is an Investment Advisor Representative working at Kellogg Asset Management, LLC in Green Bay, WI and has over 34 years of experience in the finance industry.

7
Chan C. Barden
CRD#: 4119252
200 North Adams Street, Green Bay, WI 54301
90
Wealthminder
score

Chan Barden (CRD# 4119252) is an Investment Advisor Representative working at Kellogg Asset Management, LLC in Green Bay, WI and has 1 year of experience in the finance industry.

8
Curzon M. Heaselden
CRD#: 4918193
200 North Adams Street, Green Bay, WI 54301
90
Wealthminder
score

Curzon Heaselden (CRD# 4918193) is an Investment Advisor Representative working at Kellogg Asset Management, LLC in Green Bay, WI and has 1 year of experience in the finance industry.

9
Mark P. Hilgendorf
CRD#: 1997582
200 North Adams Street, Green Bay, WI 54301
90
Wealthminder
score

Mark Hilgendorf (CRD# 1997582) is an Investment Advisor Representative working at Kellogg Asset Management, LLC in Green Bay, WI and has 1 year of experience in the finance industry.

10
Stephen T. Pipp
CRD#: 4600365
200 North Adams Street, Green Bay, WI 54301
90
Wealthminder
score

Stephen Pipp (CRD# 4600365) is an Investment Advisor Representative working at Kellogg Asset Management, LLC in Green Bay, WI and has 1 year of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.