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Tucker Lee Paschen

Nicolet Wealth Management

Green Bay, WI

Appleton, WI

CRD 7407101

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Employer firm

Nicolet Wealth Management CRD 283940

$4.29B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Nicolet Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-02-19
IA RA APPROVED 2026-02-18
MN RA APPROVED 2026-02-18
WI RA APPROVED 2022-03-08
  • MI RA
    APPROVED
    Since 2026-02-19
  • IA RA
    APPROVED
    Since 2026-02-18
  • MN RA
    APPROVED
    Since 2026-02-18
  • WI RA
    APPROVED
    Since 2022-03-08

Branch Locations

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

3740 Investors Court, Appleton, WI 54913 • 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
Nicolet National Bank Neenah WI 09/2020 08/2021
Target Appleton WI 07/2020 12/2020
University Of Southern Mississippi Hattiesburg MS 07/2018 07/2020
Crunch Fitness Hattiesburg MS 06/2019 09/2019
University Of Wisconsin Eau Claire Eau Claire WI 01/2018 05/2020
University Of Wisconsin Oshkosh Oshkosh WI 08/2014 01/2018
Van Zeelands Nursery And Landscape Little Chute WI 05/2014 08/2017
University Of Wisconsin Oshkosh Oshkosh WI 09/2014 05/2018
University Of Southern Mississippi Hattiesburg MS 08/2018 05/2020
Private Client Services Neenah WI 09/2021 Present
Nicolet Wealth Management Appleton WI 09/2021 Present
  • 09/2020 → 08/2021
    Nicolet National Bank
    Neenah, WI
  • 07/2020 → 12/2020
    Target
    Appleton, WI
  • 07/2018 → 07/2020
    University Of Southern Mississippi
    Hattiesburg, MS
  • 06/2019 → 09/2019
    Crunch Fitness
    Hattiesburg, MS
  • 01/2018 → 05/2020
    University Of Wisconsin Eau Claire
    Eau Claire, WI
  • 08/2014 → 01/2018
    University Of Wisconsin Oshkosh
    Oshkosh, WI
  • 05/2014 → 08/2017
    Van Zeelands Nursery And Landscape
    Little Chute, WI
  • 09/2014 → 05/2018
    University Of Wisconsin Oshkosh
    Oshkosh, WI
  • 08/2018 → 05/2020
    University Of Southern Mississippi
    Hattiesburg, MS
  • 09/2021 → Present
    Private Client Services
    Neenah, WI
  • 09/2021 → Present
    Appleton, WI
Other Businesses

Nicolet Advisory Services, LLC. 111 N Washington St, Green Bay, WI 54301. RIA. 160 hrs/mo; 140 during trading hrs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-23
  • S66 Uniform Combined State Law Examination
    2021-11-23
Designations
  • Certified Financial Planner

View on SEC IAPD

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