Patrick Nathan Stoa

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 10/2025
  Raymond James Financial Services Inc.
  Green Bay, WI
• 07/2015 → 10/2025
  Raymond James Financial Services Advisors, Inc.
  Green Bay, WI
• 10/2025 → Present
  Macco Financial Group, Inc.
  Green Bay, WI

Previous Registrations

• 2015-07-31 → 2025-10-02
  Raymond James Financial Services Advisors, Inc
  Green Bay, WI

Other Businesses

1) Licensed insurance agent; Not investment-related; Green Bay, WI, 54301; Insurance sales; Implementation of insurance recommendations; 2-3 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; 03/30/2017; 1 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; 5 hours per month; 0 during trading hours; Business advisor, consultant, and investor.

Exams

• S66 Uniform Combined State Law Examination
  2015-07-30

Designations

• Certified Financial Planner

Other Names

• Patrick Stoa