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Michael John Macco

Macco Financial Group, Inc.

Green Bay, WI

CRD 5488129

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Employer firm

Macco Financial Group, Inc. CRD 337398

$278M regulatory AUM 11 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Macco Financial Group, Inc.

1138 Main Street, Green Bay, WI 54301 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-11
WI RA APPROVED 2025-10-02
  • TX RA
    APPROVED
    Since 2025-12-11
  • WI RA
    APPROVED
    Since 2025-10-02

Branch Locations

1138 Main Street, Green Bay, WI 54301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Advisors, Inc. Green Bay WI 05/2009 10/2025
Macco Financial Group, Inc. Greenbay WI 10/2025 Present
Raymond James Financial Services, Inc. Green Bay WI 04/2008 10/2025
Previous Registrations
Other Businesses

1) Licensed insurance agent; Not investment-related; Green Bay, WI, 54301; Insurance sales; Implementation of insurance recommendations; 10 hours per month, 0 during trading hours; Licensed insurance agent 2) 1138 Main, LLC; 1138 Main St, Green Bay, WI, 54301; Rental Real Estate; Managing Member; 08/25/2008; 2 Hours per month; 0 during trading hours; Collect rent, reconciles books, and assists with property management 3) S&E Mini Golf LLC; 2630 School Lane, Suamico, WI, 54313; Member; Not Investment Related; 06/01/2022; 2 hours per month; 0 during trading hours; Business advisor, consultant and investor.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-30
  • S66 Uniform Combined State Law Examination
    2008-04-30
Designations
  • Certified Financial Planner

View on SEC IAPD

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