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Nicolet Wealth Management CRD 283940
$4.29B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
111 N. Washington Street, Green Bay, WI 54301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2019-04-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Associated Trust Company | Green Bay | WI | 07/2009 | 03/2019 |
| Nicolet Advisory Services, Llc | Green Bay | WI | 03/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-09 |
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