Darren Lee Grayson

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

• 10/2015 → Present
  Nicolet National Bank
  Wausau, WI
• 05/2016 → 12/2017
  Sii Investments
  Medford, WI
• 08/2016 → Present
  Nicolet Wealth Management, Llc
  Green Bay, WI
• 01/2018 → Present
  Private Client Services
  Louisville, KY

Previous Registrations

• 2016-05-18 → 2017-12-31
  Sii Investments, Inc.
  Wausau, WI
  Medford, WI
  Appleton, WI
  Medford, WI
  Eagle River, WI
  Minocqua, WI
  Rhinelander, WI
• 2015-11-03 → 2016-05-19
  Invest Financial Corporation
  Colby, WI
  Abbotsford, WI
  Wausau, WI
  Eagle River, WI
  Minocqua, WI
  Wausau, WI
  Medford, WI
  Rhinelander, WI
• 2014-01-21 → 2015-10-23
  Cetera Investment Advisers Llc
  Appleton, WI
  Green Bay, WI
• 2010-08-04 → 2014-01-21
  Cetera Investment Services Llc
  Wisconsin Rapids, WI
  Appleton, WI
  Sturgeon Bay, WI
  Mequon, WI
  Green Bay, WI
  Menasha, WI
  Pulaski, WI
  Green Bay, WI
  Sturgeon Bay, WI
  Green Bay, WI
  Howard, WI
  Sister Bay, WI
  Green Bay, WI
• 2009-09-02 → 2010-05-12
  Equity Design Advisors, Llc
  Wausau, WI
• 2008-08-27 → 2009-02-20
  Edward Jones
  St Louis, MO
  Schofield, WI
  Mosinee, WI

Other Businesses

1) NICOLET ADVISORY SERVICES, LLC, 111 N Washington Street, Green Bay, WI 54301. REGISTERED INVESTMENT ADVISOR.

Exams

• S66 Uniform Combined State Law Examination
  2008-08-14