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111 N. Washington Street, Green Bay, WI 54301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-02-20 |
Branch Locations
895 Main St, Dubuque, IA 52004 • United States
111 N. Washington Street, Green Bay, WI 54301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Trust & Savings Bank | Dubuque | IA | 12/2015 | 09/2024 |
| Cetera Investment Servcies Llc | St. Cloud | MN | 05/2017 | 04/2019 |
| Cetera Investment Advisers Llc | Dubuque | IA | 05/2017 | 04/2019 |
| Lpl Financial Llc | Dubuque | IA | 04/2019 | 09/2024 |
| American Trust (Division Of Midwestone Bank) | Dubuque | IA | 04/2019 | 09/2024 |
| Contego Capital Group | Minneapolis | MN | 09/2024 | 11/2024 |
| Midwestone Bank | Dubuque | IA | 05/2025 | 02/2026 |
| Nicolet Advisory Services, Llc | Green Bay | WI | 02/2026 | Present |
| Not Employed | Not Employed | IA | 12/2024 | 04/2025 |
| Private Client Services | Dubuque | IA | 06/2026 | Present |
1) Nicolet Advisory Services; investment-related; 111 N. Washington St., Geen Bay, WI 54301; RIA; investment adviser representative; start date 02/2026; 160 hours per month; 100 hours per month during trading hours. 2) Fat Cat LLC; investment-related; 2777 University Ave, Dubuque, IA 52001; rental property; LLC member; start date 04/2011; 2 hours per month; 0 hours per month during trading hours; file taxes and do light maintenance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-22 |
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