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Current Employers
Nicolet Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-02-18
WI RA APPROVED 2021-06-01
  • MN RA
    APPROVED
    Since 2026-02-18
  • WI RA
    APPROVED
    Since 2021-06-01

Branch Locations

5517 Vern Holmes Dr, Stevens Point, WI 54482 • United States

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
Woodtrust Bank Wisconsin Rapids WI 02/2016 05/2018
Nicolet Advisory Services, Llc Stevens Point WI 05/2021 Present
Woodtrust Bank Plover WI 05/2018 04/2021
  • 02/2016 → 05/2018
    Woodtrust Bank
    Wisconsin Rapids, WI
  • 05/2021 → Present
    Nicolet Advisory Services, Llc
    Stevens Point, WI
  • 05/2018 → 04/2021
    Woodtrust Bank
    Plover, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-06-07
  • S66 Uniform Combined State Law Examination
    2013-06-07
Designations

View on SEC IAPD

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