Melotte Financial Advisors

Melotte Financial Advisors (CRD# 286218) is a financial advisory firm headquartered in Green Bay, WI. They manage $71,225,725 in 263 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2700 Vernon Drive, Suite 106, Green Bay, WI 54304
https://www.melottefa.com
By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    263
    ACCOUNTS
  • Average Account Value
    $270,820
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, TX, WI

Financial Advisors at Melotte Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Kenneth Melotte, financial advisor Green Bay WI
Kenneth J. Melotte
CRD#: 5217831
2700 Vernon Drive, Suite 106, Green Bay, WI 54304

Kenneth Melotte (CRD# 5217831) is an Investment Advisor Representative working at Melotte Financial Advisors in Green Bay, WI and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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