Best Investors Account Sign in

James Eugene Magrane

Nicolet Wealth Management

Green Bay, WI

Iowa City, IA

CRD 6633202

Claim This Profile
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
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
    Lpl Financial Llc
    Coralville, IA
  • 04/2026 → Present
    Private Client Services
    Iowa City, IA
  • 04/2026 → Present
    Nicolet Wealth Management
    Iowa City, IA
Previous Registrations
  • 2026-04-09 → 2026-04-27
    Lpl Financial Llc
    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

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

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor