Morgan Rae Cain

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

• 08/2016 → 08/2020
  United States Marine Corps
  Great Lakes, IL
• 09/2020 → 05/2021
  University Of Wisconsin - Green Bay
  Green Bay, WI
• 05/2021 → 08/2021
  Associated Bank
  De Pere, WI
• 09/2021 → 05/2024
  University Of Wisconsin - Green Bay
  Green Bay, WI
• 09/2022 → 10/2025
  Raymond James Financial Services, Inc.
  Green Bay, WI
• 09/2023 → 10/2025
  Raymond James Financial Services Advisors, Inc.
  Green Bay, WI
• 10/2025 → Present
  Macco Financial Group, Inc.
  Green Bay, WI

Previous Registrations

• 2023-09-29 → 2025-10-02
  Raymond James Financial Services Advisors, Inc
  Green Bay, WI

Exams

• S66 Uniform Combined State Law Examination
  2023-09-16

Designations

• Certified Financial Planner

Other Names

• Morgan Rae Cain
• Morgan Cain