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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 |
| IA | RA | APPROVED | 2026-02-18 |
| MN | RA | APPROVED | 2026-02-18 |
| WI | RA | APPROVED | 2018-10-16 |
Branch Locations
111 N. Washington Street, Green Bay, WI 54301 • United States
3740 Investors Court, Appleton, WI 54913 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uw - Stevens Point | Stevens Point | WI | 09/2014 | 05/2018 |
| The Route-Finance | London | 01/2017 | 04/2017 | |
| Sii Investments | Appleton | WI | 05/2017 | 09/2017 |
| Skyward | Stevens Point | WI | 11/2017 | 04/2018 |
| Nicolet Wealth Management | Appleton | WI | 05/2018 | Present |
| Private Client Services | Appleton | WI | 07/2018 | Present |
| Unemployed | Stevens Point | WI | 05/2014 | 01/2017 |
1) NICOLET ADVISORY SERVICES. 111 N WASHINGTON ST, GREEN BAY, WI 54301. REGISTERED INVESTMENT ADVISOR. 40 HOURS/MO; 40 DURING TRADING HOURS. 2) Duplex; Non-Investment Related; 101 Sunny Meadows Dr. Kaukauna. WI. 54130; Duplex owners; Effective 04/01/2026; 10 hours a month; 0 hours during trading; Owner occupying the space with a tenant paying rent each month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-27 |
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