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111 N. Washington Street, Green Bay, WI 54301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-02-19 |
| MN | RA | APPROVED | 2026-02-18 |
| WI | RA | APPROVED | 2019-09-13 |
Branch Locations
111 N. Washington Street, Green Bay, WI 54301 • United States
1041 N Westhaven Dr, Oshkosh, WI 54904 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Oshkosh | WI | 02/2010 | 08/2019 |
| Nicolet Advisory Services | Green Bay | WI | 09/2019 | Present |
| Private Client Services | Oshkosh | WI | 09/2019 | Present |
1) BDD CUSTOM. 468 LESKEY ST. BERLIN, WI 54923. MOTORCYCLE ACCESSORIES. MARKETING. 1 HOURS/MO; 0 DURING TRADING HOURS. 2) NICOLET ADVISORY SERVICES LLC. 550 N GREEN BAY RD, NEENAH, WI 54956. INVESTMENT ADVISORY SERVICES. FINANCIAL ADVISOR. 40 HRS/MO; 40 DURING TRADING HRS. 3) MARTIAL ARTS AMERICA. 109 W HURON ST, BERLIN, WI 54923. MARTIAL ARTS STUDIO/KARATE CLASSES. ASSISTANT INSTRUCTOR-ASSIST IN TEACHING CLASSES. 5 HRS/MO; 0 DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-29 |
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