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Current Employers
Nicolet Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2026-04-17
  • IA RA
    APPROVED
    Since 2026-04-17

Branch Locations

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

102 S Clinton Street, Iowa City, IA 52240 • 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
Midwestone Bank Investment Services Coralville IA 04/2016 04/2026
Lpl Financial Llc Coralville IA 04/2016 04/2026
Private Client Services Iowa City IA 04/2026 Present
Nicolet Wealth Management Iowa City IA 04/2026 Present
  • 04/2016 → 04/2026
    Midwestone Bank Investment Services
    Coralville, IA
  • 04/2016 → 04/2026
    Coralville, IA
  • 04/2026 → Present
    Private Client Services
    Iowa City, IA
  • 04/2026 → Present
    Iowa City, IA
Previous Registrations
  • 2026-04-09 → 2026-04-27
    Iowa City, IA
    Coralville, IA
    North Liberty, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-08
S63 Uniform Securities Agent State Law Examination 2017-03-02
  • S65 Uniform Investment Adviser Law Examination
    2026-04-08
  • S63 Uniform Securities Agent State Law Examination
    2017-03-02
Other Names
  • Jim Eugene Magrane

View on SEC IAPD

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