Jacob Dinkel

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 05/2018
  Uw - Stevens Point
  Stevens Point, WI
• 01/2017 → 04/2017
  The Route-Finance
  London
• 05/2017 → 09/2017
  Sii Investments
  Appleton, WI
• 11/2017 → 04/2018
  Skyward
  Stevens Point, WI
• 05/2018 → Present
  Nicolet Wealth Management
  Appleton, WI
• 07/2018 → Present
  Private Client Services
  Appleton, WI
• 05/2014 → 01/2017
  Unemployed
  Stevens Point, WI

Other Businesses

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

Exams

• S66 Uniform Combined State Law Examination
  2018-09-27

Designations

• Certified Financial Planner