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Current Employers
Nicolet Wealth Management

111 N. Washington Street, Green Bay, WI 54301 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-02-23
WI RA APPROVED 2021-10-15
  • MI RA
    APPROVED
    Since 2026-02-23
  • WI RA
    APPROVED
    Since 2021-10-15

Branch Locations

111 N. Washington Street, Green Bay, WI 54301 • 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
The Giersch Group Milwaukee WI 03/2018 06/2019
University Of Wisconsin-Milwaukee Milwaukee WI 08/2016 12/2019
Nicolet National Bank Bellevue WI 01/2020 02/2021
Nicolet Wealth Management Green Bay WI 02/2021 12/2021
Private Client Services Green Bay WI 07/2021 Present
Nicolet Wealth Management Green Bay WI 01/2022 Present
  • 03/2018 → 06/2019
    The Giersch Group
    Milwaukee, WI
  • 08/2016 → 12/2019
    University Of Wisconsin-Milwaukee
    Milwaukee, WI
  • 01/2020 → 02/2021
    Nicolet National Bank
    Bellevue, WI
  • 02/2021 → 12/2021
    Green Bay, WI
  • 07/2021 → Present
    Private Client Services
    Green Bay, WI
  • 01/2022 → Present
    Green Bay, WI
Other Businesses

Nicolet Advisor Services, LLC. 111 N Washington St, Green Bay, WI 54301. RIA. 120 hrs/mo; 6 during trading hrs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-15
  • S66 Uniform Combined State Law Examination
    2021-10-15
Other Names
  • Sam Scheer

View on SEC IAPD

Other Firms

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