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Adam E Longlais

Nicolet Wealth Management

Green Bay, WI

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Current Employers
Nicolet Wealth Management

111 N. Washington Street, Green Bay, WI 54301 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2019-04-04
  • WI RA
    APPROVED
    Since 2019-04-04

Branch Locations

111 N. Washington St, Green Bay, WI 54301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Associated Trust Company Green Bay WI 07/2009 03/2019
Nicolet Advisory Services, Llc Green Bay WI 03/2019 Present
  • 07/2009 → 03/2019
    Associated Trust Company
    Green Bay, WI
  • 03/2019 → Present
    Nicolet Advisory Services, Llc
    Green Bay, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-10-09
  • S66 Uniform Combined State Law Examination
    2002-10-09
Designations

View on SEC IAPD

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