Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.
Areas of Practice
Advisor Information
Office location
111 N. Washington Street, Green Bay, WI, 54301
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Barry is a board member and finance committee member for the Boys & Girls Club of Green Bay, spending minimal time. He also works full-time at Nicolet Advisory Services, LLC, and dedicates minimal time to the Green Bay Area Catholic High School Foundation LTD.