Barry Joseph Martzahl

CFP

Private Client Services, LLC

40 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Private Client Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

633 advisors

Number of Clients

3,251 clients

Average Client Portfolio

$323K average

Assets Under Management

$1.1B

Location

111 N. Washington Street, Green Bay, WI, 54301

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Barry is a board member and finance committee member for the Boys & Girls Club of Green Bay, spending minimal time. He also works full-time at Nicolet Advisory Services, LLC, and dedicates minimal time to the Green Bay Area Catholic High School Foundation LTD.