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Robert Curtis Skinner

Nicolet Wealth Management

Green Bay, WI

CRD 5360119

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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:

Current Employers
Nicolet Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-05-21
  • WI RA
    APPROVED
    Since 2025-05-21

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
Northern Trust Securities Inc. Chicago IL 08/2015 08/2019
Northern Trust Bank Chicago IL 10/2011 08/2019
Nicolet Wealth Management Green Bay WI 04/2025 Present
Nuveen Chicago IL 08/2019 04/2025
  • 08/2015 → 08/2019
    Northern Trust Securities Inc.
    Chicago, IL
  • 10/2011 → 08/2019
    Northern Trust Bank
    Chicago, IL
  • 04/2025 → Present
    Nicolet Wealth Management
    Green Bay, WI
  • 08/2019 → 04/2025
    Nuveen
    Chicago, IL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-10-19
  • S63 Uniform Securities Agent State Law Examination
    2015-10-19
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
MELOTTE FINANCIAL ADVISORS
ONELEGACY ADVISORS, LLC

Nearby Investors

CHRISTOPHER LEE FEUTZ
MONTANA MORGAN TILLMANN
MARK BRIAN PIPER

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREEN BAY, WI
MELOTTE FINANCIAL ADVISORS · GREEN BAY, WI
ONELEGACY ADVISORS, LLC · GREEN BAY, WI

More in Green Bay, WI

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