Morgan Cain is a CFP-designated registered investment advisor at Macco Financial Group, INC., based in Green Bay, WI, with 4 years of industry experience. Morgan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 322 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
Wealth management fees range up to 1.30% annually based on complexity, asset level, and relationship size. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
1138 Main Street, Green Bay, WI, 54301
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Morgan works as an associate/employee for Macco Financial Group, assisting with daily operations, recording client meeting notes, and preparing meeting plans. This takes about half of Morgan's time.
Employment History
Current Registrations
Macco Financial Group, INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Michael Macco, CFPMacco Financial Group, INC.
- Patrick Stoa, CFPMacco Financial Group, INC.
- Andrew Froelich, CFPMacco Financial Group, INC.
- Jason Wilke, CFPRBC Capital Markets, LLC
- Erin Johnson, ChFCCwm, LLC
- Jordyn Herzog, CFPNicolet Wealth Management