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111 N. Washington Street, Green Bay, WI 54301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-06-29 |
| MI | RA | APPROVED | 2023-06-28 |
Branch Locations
318 E Mitchell Street, Petoskey, MI 49770 • United States
111 N. Washington Street, Green Bay, WI 54301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Petoskey | MI | 10/2015 | 12/2021 |
| Fifth Third Securities | Petoskey | MI | 10/2018 | 12/2021 |
| Unemployed | Petoskey | MI | 12/2021 | 01/2023 |
| Nicolet Advisory Services | Petoskey | MI | 02/2023 | 01/2024 |
| Private Client Services | Petoskey | MI | 02/2023 | Present |
| Nicolet Advisory Services | Petoskey | MI | 02/2024 | Present |
Nicolet Wealth. 111 N Washington St, Green Bay, WI 54301. RIA. Night Hockey League (Petoskey Ice Arena). 3450 M-119 Harbor Springs, MI 49740. Adult hockey league at Petoskey Ice Arena. The rink owns the league, I help. President, help with draft, schedule, awards and general questions. The rink collects money, pays bills, etc. 0 hrs/mo. Petoskey Area Hockey Association. 3450 M-119, Harbor Springs, MI 49740. Paha runs the Petoskey area kids hockey teams. They coordinate games, jerseys, rosters, coaches, etc. Hoping for uniform coordinator. Maintaining uniforms and equipment for the teams and voting. 5-10 hrs/mo; 0 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-24 |
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