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111 N. Washington Street, Green Bay, WI 54301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-02-18 |
Branch Locations
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 |
|---|---|---|---|---|
| Nicolet Wealth Management | Green Bay | WI | 02/2020 | Present |
| Nicolet National Bank | Green Bay | WI | 10/2018 | 02/2020 |
| State Farm Insurance | Green Bay | WI | 01/2017 | 10/2018 |
| Festival Foods | Depere | WI | 02/2010 | 04/2017 |
| Private Client Services | Green Bay | WI | 04/2020 | Present |
1) NICOLET ADVISORY SERVICES, LLC. 111 N WASHINGTON ST, GREEN BAY, WI 54301. RIA. 160 HRS/MO. 2) NICOLET NATIONAL BANK. 111 N WASHINGTON ST, GREEN BAY, WI 54301. TRUST & FIDUCIARY SERVICES, RETIREMENT PLAN SERVICES. RELATIONSHIP MANAGER & EDUCATION SPECIALIST-SERVE ACCTS AS A PRIMARY CONTACT & COMPLETE GROUP/ONE-ON-ONE EMPLOYEE EDUCATION. 160 HRS/MO; 150 DURING TRADING HRS. 3) Junior Achievement - Northeast Wisconsin; Not investment related; 11 Tri-Park Way, Appleton, WI. 54914; organization that leads education initiatives for students in Northeast Wisconsin; Chairperson role; effective 07/01/2026; 10 hours per month; 2 hours during trading hours; Chairperson role to lead board initiatives for students in Northeast Wisconsin
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-11 |
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