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111 N. Washington Street, Green Bay, WI 54301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-04-17 |
Branch Locations
120 West Center Street, Conrad, IA 50621 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Conrad | IA | 07/2016 | 01/2022 |
| Lpl Financial Llc | Conrad | IA | 01/2022 | 04/2026 |
| Private Client Services | Conrad | IA | 04/2026 | Present |
| Nicolet Wealth Management | Conrad | IA | 04/2026 | Present |
Nicolet Advisory Services; investment-related; 111 N Washington St., Green Bay, WI 54301; RIA; investment adviser representative; start date 04/2026; 160 hours per month; 160 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-02 |
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