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- Custodian
- --
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 12-15-2016
- Office Locations
- 1
Office Locations
About Melotte Financial Advisors
Melotte Financial Advisors is a fee-only, fiduciary RIA in Green Bay serving high-net-worth households nationwide with tax-sensitive investment management and comprehensive planning (retirement, tax, risk and estate). President Ken Melotte, CFP®, does not sell insurance or annuities. Portfolios are implemented largely with ETFs and U.S. government/agency fixed income.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 83 clients, or 83 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on March 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Custodian
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Owner & Executives
KENNETH JOSEPH MELOTTE III
President
- CRD
- #5217831
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $97,588,587 | -- |
| Non-Discretionary | $0 | -- |
| Total | $97,588,587 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Melotte Financial Advisors has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.