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MACCO FINANCIAL GROUP, INC.

GREEN BAY, WI · CRD 337398 · IAPD ↗ · maccofinancial.com · (920) 617-6830

$277.8MRegulatory AUM
4Advisory reps
8Employees
11Clients
251-500Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
March 2026 — MACCO FINANCIAL GROUP, INC. now reports custody of client assets ($3.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
76
March 2026 — MACCO FINANCIAL GROUP, INC. reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
73
January 2026 — MACCO FINANCIAL GROUP, INC.'s provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
53
December 2025 — MACCO FINANCIAL GROUP, INC. notice-filed in FL, GA, MI, TN, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
August 2025 — MACCO FINANCIAL GROUP, INC. (GREEN BAY, WI) is newly SEC-registered with $0 RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.