Patrick Joseph Madson

Employer firm

Nicolet Wealth Management CRD 283940

$4.29B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2003 → 01/2018
  Sii Investments, Inc.
  Green Bay, WI
• 02/2016 → Present
  Nicolet National Bank
  Green Bay, WI
• 08/2016 → Present
  Nicolet Advisory Services, Llc
  Green Bay, WI
• 01/2018 → Present
  Private Client Services
  Green Bay, WI

Previous Registrations

• 2003-01-29 → 2017-12-31
  Sii Investments, Inc.
  Green Bay, WI
  Green Bay, WI
  Menominee, MI
  Green Bay, WI

Other Businesses

1) Nicolet Advisory Services, LLC, 111 N. Washington Street, Green Bay, WI 54301. Investment advisory rep. 100 hrs/month, 80 during trading hrs. 2) Fruit of the Sea, LLC. 3605 Beachmont Rd, DePere, WI 54115. LLC established for a passive investment purpose and used for purchase of shares in a private food distribution business. Managing Member of LLC. No involvement in operating entity purchased. 0 hrs/mo; Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2003-07-16
• S63 Uniform Securities Agent State Law Examination
  2002-01-18

Designations

• Certified Financial Planner