Adam Gafner

Financial Consultant

Adam Gafner

Financial Consultant

Primary office location:

Green Bay - Monroe Avenue

ADDITIONAL COMMUNITIES SERVED:

Appleton, Green Bay - Glendale Avenue, Kiel, Neenah


Office Phone:  920-445-0821
Mobile Phone:  715-851-6068

Email: adam.gafner@mutualfingroup.com

Adam Gafner is a financial consultant serving the investment, insurance, and wealth management needs of clients in Green Bay and the surrounding area.

Adam creates and actively manages customized financial plans for individuals, families, and businesses to address their specific short and long term financial goals. Adam focuses on providing a personal level of service through investment discipline and risk management. Adam has more than ten years of experience in the financial services industry.

Adam is an active member in his community, volunteering his time to various organizations. Adam enjoys spending time with his wife and three children and is a loyal Green Bay Packer fan.

Adam-Gafner

Areas of Expertise:

  • Annuities 
  • Estate planning 
  • Insurance and long-term care 
  • Investment advising 
  • Retirement income planning 

Community Involvement:

  • Shawano Dollars for Scholars, Treasurer (2013–2015) 
  • Shawano Optimist, Member (2013–Present) 
  • Junior Achievement, Volunteer (2013–Present)

Registrations, Licenses & Certifications:

  • FINRA Series 6, 7
  • FINRA Series 31
  • FINRA Series 63, 65
  • Wisconsin life and health insurance licensed

FINRA Registrations held through LPL Financial.

Securities and advisory services offered through LPL Financial. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Bank Mutual deposits and are not FDIC insured. These products are not obligations of Bank Mutual and are not endorsed, recommended or guaranteed by Bank Mutual or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Bank Mutual and Mutual Financial Group are not registered brokers/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Wisconsin and Minnesota.