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11220 W Burleigh St Suite 100, Wauwatosa, WI 53222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-01 |
Branch Locations
11220 W Burleigh St Suite 100, Wauwatosa, WI 53222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nicolet National Bank | Green Bay | WI | 04/2014 | 10/2016 |
| Sii Investments, Inc. | Green Bay | WI | 05/2016 | 10/2016 |
| Nicolet Wealth Management, Llc | Green Bay | WI | 08/2016 | 10/2016 |
| Scottrade, Inc | Brookfield | WI | 11/2016 | 02/2018 |
| Td Ameritrade, Inc. | Mequon | WI | 02/2018 | 02/2018 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 02/2018 |
| Independent Financial Group, Llc | Milwaukee | WI | 02/2018 | 10/2021 |
| Anew Advisors, Llc | Wauwatosa | WI | 10/2021 | Present |
(1) West De Pere Wrestling Club; Not investment related; Located in De Pere Wisconsin; Board position at booster club; ~8 hours/month, 100 hours/year; No hours during securities trading hours; (2) Nick is independent insurance licensed; Not-investment related; 11220 W. Burleigh St. Suite 100, Wauwatosa, WI. 53222; Nick may offer insurance products and receive customary fees as a result of insurance sales; Independent insurance licensed agent/broker; Independent insurance licensed agent/broker; 10 hours/month; 2 hours during securities trading hours; Nick may offer insurance products and receive customary fees as a result of insurance sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-29 |
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