Financial Advisors in Green Bay, WI
Ken Melotte, CFP®

Financial Advisors in Green Bay, WI. Ken Melotte, CFP®

Financial Advisors in Green Bay, WI

Ken Melotte, CFP®

President
Melotte Financial Advisors, LLC

I grew up in Green Bay, WI attending school at Holy Family Catholic School and then graduating from Notre Dame Academy in 2002. After spending some of my adult working years in Chicago and Portland, I’m a financial advisor in Green Bay.

I established my financial advisory practice in Green Bay in 2016.

My wife, Michelle, and I have three incredible children keeping us busy with soccer, dance, golf, and volleyball at the moment.

My first step with every new client is to build their Financial Plan as that serves as the blueprint for all major financial decisions we make together such as; investment strategy, spending / savings strategy, tax strategies, estate planning, insurance needs, gifting strategies, etc…

Each new client receives a custom-embossed, leather binder to house their Financial Plan and other related documents.

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  • I am a member of Mensa, the high IQ society.

  • I am an independent registered investment advisor. This means I do not sell any products: no insurance sales, no annuity sales, no commissioned product sales whatsoever.