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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-18 |
| TX | RA | APPROVED_RES | 2026-01-13 |
| MI | RA | APPROVED | 2023-11-09 |
| WI | RA | APPROVED | 2023-11-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments | Green Bay | WI | 05/2004 | 12/2017 |
| Nicolet Wealth Management, Llc | Green Bay | WI | 08/2016 | 11/2023 |
| Private Client Services | Louisville | KY | 01/2018 | 11/2023 |
| Robert W. Baird & Co. Inc. | Green Bay | WI | 11/2023 | Present |
1) NICOLET ADVISORY SERVICES, LLC, 3091 Voyager Drive, Green Bay, WI 54311. Investment advisory rep. 150 hrs/month, all during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-03 |
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