Macco Financial Group, Inc.

Overview

Macco Financial Group, Inc. is an SEC registered investment adviser based in Green Bay, WI, registered since 2025. It reports $278M in assets under management across 1,467 accounts, with 8 employees. It has 4 investment adviser representatives.

Reported AUM

$278M

Discretionary

97%

Accounts

1,467

Average account

$189K

Employees

8

Advisory reps

4

Registered since

2025

Jurisdictions

6

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 2 of 2

• Michael John Macco President and Chief Compliance Officer CRD 5488129
• Patrick Nathan Stoa Vice President CRD 6516986

Advisory reps 3 of 4

• Morgan Rae Cain Investment Adviser Rep CRD 7554253
• Andrew Murray Froelich Insurance Agent · Investment Adviser Rep CRD 6601066
• Michael John Macco Insurance Agent · Investment Adviser Rep CRD 5488129

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

1138 Main St
Green Bay, WI 54301

County

Brown

Metro area

Green Bay, WI

Region

Midwest

Registrations

• SEC registered
• Registered in 6 jurisdictions
• Website: maccofinancial.com

Every state, with registration dates

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