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Nicolet Wealth Management CRD 283940
$4.29B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
111 N. Washington Street, Green Bay, WI 54301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-04-27 |
Branch Locations
895 Main St, Dubuque, IA 52001 • United States
111 N. Washington Street, Green Bay, WI 54301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atcapital Management | Dubuque | IA | 10/2015 | 09/2018 |
| Midwestone Bank | Dubuque | IA | 10/2021 | 06/2024 |
| Nicolet Wealth Management | Dubuque | IA | 04/2026 | Present |
| First Community Trust | Dubuque | IA | 10/2018 | 10/2020 |
| First Community Trust | Dubuque | IA | 10/2020 | 09/2021 |
| Midwestonebank | Dubuque | IA | 06/2024 | 07/2025 |
| Midwestonebank | Dubuque | IA | 07/2025 | 02/2026 |
| Nicolet National Bank | Dubuque | IA | 02/2026 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-17 |
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