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Nicolet Wealth Management CRD 283940
$4.29B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
111 N. Washington Street, Green Bay, WI 54301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-02-19 |
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 |
|---|---|---|---|---|
| Associated Bank N.A. | Green Bay | WI | 06/2014 | 10/2017 |
| Associated Bank N.A. | Green Bay | WI | 10/2017 | 07/2020 |
| Nicolet National Bank | Green Bay | WI | 08/2020 | 11/2020 |
| Nicolet Advisory Services | Green Bay | WI | 11/2020 | 12/2024 |
| Private Client Services | Green Bay | WI | 04/2021 | Present |
| Nicolet Advisory Services | Green Bay | WI | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-19 |
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