Best Investors Account Sign in
Claim This Profile
Current Employers
Nicolet Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-02-19
MN RA APPROVED 2026-02-18
WI RA APPROVED 2017-12-19
  • MI RA
    APPROVED
    Since 2026-02-19
  • MN RA
    APPROVED
    Since 2026-02-18
  • WI RA
    APPROVED
    Since 2017-12-19

Branch Locations

111 N. Washington Street, 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
Sii Investments, Inc. Green Bay WI 01/2003 01/2018
Nicolet National Bank Green Bay WI 02/2016 Present
Nicolet Advisory Services, Llc Green Bay WI 08/2016 Present
Private Client Services Green Bay WI 01/2018 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2003-07-16
S63 Uniform Securities Agent State Law Examination 2002-01-18
  • S66 Uniform Combined State Law Examination
    2003-07-16
  • S63 Uniform Securities Agent State Law Examination
    2002-01-18
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Green Bay, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor