Harbour Investments
44yrs
Top advisor by experience in Green Bay
New
Michael Gu
Financial advisor at Packerland Brokerage Services
Michael Gu is a fiduciary financial advisor in Green Bay, Wisconsin, registered since Dec 2025. Michael has been with Packerland Brokerage Services since 2026; before that, Michael spent less than a year at Eagle Strategies. Michael holds the CFP® designation.
One of 473 advisors with offices in Green Bay, and one of 429 fiduciaries.
At a glance
ExperienceNew to the profession (since Dec 2025)
How that compares ?New to the profession
Office320 N Broadway Suite 230, Green Bay, WI 54303
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$277,427
Advisors at the firm177
States licensed ?1 state
Services through Packerland Brokerage Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jun 2026 – nowPackerland Brokerage Services, Inc.Current firm
- Feb 2026 – Apr 2026Eagle Strategies LLCPreviously
Contact Michael
(920) 662-9500Packerland Brokerage Services main office 320 N Broadway Suite 230Green Bay, WI 54303Office · Get directions LinkedIn pagePackerland Brokerage Services
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Michael
Tailored to Michael’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Packerland Brokerage Services at (920) 662-9500 and ask for Michael Gu. Michael works from the Green Bay, WI office.
How long has Michael been a financial advisor?
Michael is new to the profession, registered since Dec 2025, and holds 1 license.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Packerland Brokerage Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Chambers Financial Group, LLC.
43yrs
Top 1% by experience in Green Bay
Packerland Brokerage Services
43yrs
Top 1% by experience in Green Bay
Stifel, Nicolaus & Company
43yrs
Top 1% by experience in Green Bay
Osaic Wealth
42yrs
Top 1% by experience in Green Bay
Cetera Investment Advisers
42yrs
Top 1% by experience in Green Bay