Lake Edge Wealth Advisors

Cape Financial Group, located in Green Bay, WI, is a trusted financial advisory firm with over 60 years of combined experience in the industry. They specialize in guiding individuals, families, retirees, sudden wealth recipients, and business owners through various stages of life to help achieve financial goals and life ambitions. With a pragmatic approach to wealth management and a commitment to building lasting relationships based on trust and integrity, Cape Financial Group offers expertise in areas such as estate planning, financial planning, portfolio management, retirement planning, and risk management. Their team of seasoned professionals provides personalized guidance to help clients navigate the complexities of the financial world and make informed investment decisions.Generated from the website

LPL Financial, situated in Green Bay, WI, operates as an independent broker-dealer that presents a diverse selection of investment products, advisory services, and holistic wealth management solutions. Catering mainly to financial advisors, institutions, and registered investment advisors (RIAs), they furnish the essential resources and technological frameworks required to provide tailored financial advice. By offering assistance in compliance oversight, practice management, and efficient technology services, LPL Financial strives to equip advisors with the tools needed for impactful client interactions. At the core of their mission lies a commitment to enhancing the efficiency, precision, and autonomy of financial advisors in navigating the intricate financial services realm. With a focus on empowering advisors to engage effectively with clients, LPL Financial stands out for its dedication to supporting advisors in delivering personalized financial guidance. Their comprehensive approach underscores the importance of equipping advisors with the means to operate independently and excel within the ever-evolving financial services landscape. Generated using this brand's available information

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.