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111 N. Washington Street, Green Bay, WI 54301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-02-19 |
| WI | RA | APPROVED | 2024-05-13 |
Branch Locations
236 N. 4Th Avenue, Sturgeon Bay, WI 54235 • 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 |
|---|---|---|---|---|
| Nicolet National Bank | Sturgeon Bay | WI | 03/1999 | 04/2024 |
| Town Of Bailey'S Harbor | Bailey'S Harbor | WI | 10/2023 | Present |
| Town Of Egg Harbor | Egg Harbor | WI | 11/2009 | Present |
| Private Client Services | Sturgeon Bay | WI | 01/2024 | 05/2024 |
| Private Client Services | Sturgeon Bay | WI | 05/2024 | Present |
| Nicolet Wealth Management | Green Bay | WI | 05/2024 | Present |
1) Egg Harbor Firefighter's Inc. 6964 State Hwy 42, Egg Harbor, WI 54235. 501C3 that benefits the Egg Harbor Fire Department. I pay bills/invoices, keep record of donations, help with fundraisers and handle all of the bank account financial duties. Attend board of directors' meetings and provide financial report. Pay bills/invoices, keep record of donations and handle all of the bank account financial duties. 2 hrs/mo; 0 during trading hrs. Not investment related. 2) Emergency Medical Responder. Town of Bailey's Harbor. 2393 County F, Bailey's Harbor, WI 54202. Respond, in a personal vehicle to 911 emergency medical/illness/accident calls when paged by dispatch to be first on scene to treat/help patients until ambulance and paramedics arrive in the Bailey's Harbor area. Certified in advanced emergency medical treatment and equipped with AED, O2 and an extensive amount of other medical supplies. 12 hrs/mo; 0 during trading hrs. Not investment related. 3) Emergency Medical Responder. Town of Egg Harbor-5242 County Road J, Sturgeon Bay, WI 54235. Municipal Services. Respond, in a personal vehicle to 911 emergency medical/illness/accident calls when paged by dispatch to be first on scene to treat/help patients until ambulance and paramedics arrive in the Egg Harbor area. Certified in advanced emergency medical treatment and equipped with AED, O2 and an extensive amount of other medical supplies. 12 hrs/mo; 0 during trading hrs. Not investment related. 4) Nicolet Advisory Services LLC. 111 N Washington Street, Green Bay, WI 54301. RIA. 40/week/ 40 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-30 |
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