Chad Wesley Terry

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

• 03/2011 → 04/2017
  Blackrock Investments, Llc
  Plainsboro, NJ
• 06/2017 → 08/2020
  Ameriprise Financial Services, Inc.
  Lincoln, NE
• 09/2020 → 10/2025
  Legacy Financial Group
  Des Moines, IA
• 09/2020 → 10/2025
  Brokers International Financial Services
  Des Moines, IA
• 11/2025 → 03/2026
  Chad Terry
  West Des Moines, IA
• 03/2026 → Present
  Nicolet Advisory Services, Llc
  West Des Moines, IA
• 04/2026 → Present
  Private Client Services
  West Des Moines, IA

Previous Registrations

• 2020-09-21 → 2025-11-03
  Legacy Financial Group
  Des Moines, IA
• 2017-06-16 → 2020-08-21
  Ameriprise Financial Services, Llc
  Lincoln, NE
  Omaha, NE
  Lincoln, NE
• 2011-03-31 → 2017-04-27
  Blackrock Investment Management, Llc
  Princeton, NJ
  Princeton, NJ
  Chicago, IL
  Princeton, NJ
• 2006-12-15 → 2011-03-21
  Principal Securities, Inc.
  Des Moines, IA
• 2003-02-07 → 2003-11-19
  Vsr Financial Services, Inc.
  Overland Park, KS
• 2002-08-23 → 2003-02-07
  The Masters, Inc.
  West Des Moines, IA
• 2002-01-16 → 2002-08-27
  Successful Resource Management, Ltd.
  Des Moines, IA

Other Businesses

1) Revelton Distilling Company; Not investment related; 1400 E Clay Street, Osceola, IA 50213; Distiller; Board Member; 8/26/2020; 5 hours per month, 0 during security hours; Board of directors: marketing, budgeting and forecasting. 2) Outside Insurance Sales; not investment related; 0 hours per month. 3) Nicolet Wealth Management; investment-related; 111 No Washington Street, Green Bay, WI 54301; RIA; IAR; start date 03/2026; 160 hours per month; 160 during trading hours. 4) Trustee for two family members; investment-related; 6950 Stagecoach Drive, Unit 1507, West Des Moines, IA 50266; 1 hour per month; 0 during trading hours. 5) Amazon Flex Driver; not investment-related; 6950 Stagecoach Drive, Unit 1507, West Des Moines, IA 50266; delivery for Amazon; independent contractor; 10 hours per month, zero during trading hours. 6) Spark Driver; not investment-related; 6950 Stagecoach Drive, Unit 1507, West Des Moines, IA 50266; delivery service for retailers such as Wal-Mart and Home Depot; 10 hours per month, zero during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-12
• S63 Uniform Securities Agent State Law Examination
  1998-11-19

Designations

• Certified Financial Planner