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
Melotte Financial Advisors
By the Numbers
-
Total Assets Under Management71MILLION
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Total Number of Accounts263ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, TX, WI
Financial Advisors at Melotte Financial Advisors
1
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.
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