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Joseph Bennett

Nicolet Wealth Management

Green Bay, WI

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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
MN RA APPROVED 2026-02-18
WI RA APPROVED 2024-12-19
  • MI RA
    APPROVED
    Since 2026-02-23
  • MN RA
    APPROVED
    Since 2026-02-18
  • WI RA
    APPROVED
    Since 2024-12-19

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
Charles Schwab & Co., Inc. Phoenix AZ 10/2018 11/2024
Grand Canyon University Phoenix AZ 02/2016 08/2018
Nicolet Advisory Service Green Bay WI 11/2024 Present
Private Client Services Green Bay WI 12/2024 Present
  • 10/2018 → 11/2024
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 02/2016 → 08/2018
    Grand Canyon University
    Phoenix, AZ
  • 11/2024 → Present
    Nicolet Advisory Service
    Green Bay, WI
  • 12/2024 → Present
    Private Client Services
    Green Bay, WI
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-16
S63 Uniform Securities Agent State Law Examination 2019-03-18
  • S66 Uniform Combined State Law Examination
    2021-10-16
  • S63 Uniform Securities Agent State Law Examination
    2019-03-18
Other Names
  • Joe Bennett

View on SEC IAPD

Other Firms

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THRIVENT INVESTMENT MANAGEMENT INC.
J.P. MORGAN SECURITIES LLC
BARINGTON CAPITAL MANAGEMENT, LLC
HARBOUR INVESTMENTS, INC.
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER LEE FEUTZ
MONTANA MORGAN TILLMANN
MARK BRIAN PIPER
Zachary Mano Gilson
MARK ANDREW ENGLES
TIMOTHY ARNOLD BENES
Cal David Jensen
KENNETH JOSEPH MELOTTE

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREEN BAY, WI
MELOTTE FINANCIAL ADVISORS · GREEN BAY, WI
ONELEGACY ADVISORS, LLC · GREEN BAY, WI
THRIVENT INVESTMENT MANAGEMENT INC. · Green Bay, WI
J.P. MORGAN SECURITIES LLC · GREEN BAY, WI
AMERIPRISE FINANCIAL SERVICES, LLC · GREEN BAY, WI
BARINGTON CAPITAL MANAGEMENT, LLC · GREEN BAY, WI
HARBOUR INVESTMENTS, INC. · GREEN BAY, WI

More in Green Bay, WI

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