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Jon H Woo

Nicolet Wealth Management

Eau Claire, WI

Green Bay, WI

CRD 2364862

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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
MN RA APPROVED 2026-02-18
WI RA APPROVED 2025-05-20
  • MN RA
    APPROVED
    Since 2026-02-18
  • WI RA
    APPROVED
    Since 2025-05-20

Branch Locations

1010 W. Clairemont Ave., Eau Claire, WI 54701 • United States

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
Nicolet Wealth Management Green Bay WI 04/2025 Present
United Natural Food Services Minneapolis MN 05/2019 02/2024
Wells Fargo Private Bank Minneapolis MN 09/2015 04/2019
Not Employed St. Louis Park MN 03/2024 03/2025
  • 04/2025 → Present
    Nicolet Wealth Management
    Green Bay, WI
  • 05/2019 → 02/2024
    United Natural Food Services
    Minneapolis, MN
  • 09/2015 → 04/2019
    Wells Fargo Private Bank
    Minneapolis, MN
  • 03/2024 → 03/2025
    Not Employed
    St. Louis Park, MN
Designations
  • Chartered Financial Analyst
Other Names
  • Jon Hep Woo

View on SEC IAPD

Nearby Firms

LASALLE ST. INVESTMENT ADVISORS, L.L.C.
OSAIC WEALTH, INC.
EDWARD JONES

Nearby Investors

THOMAS WILLIAM LIND
IZABEL MARIE NORMAND
MITCHELL TODD SINZ

Nearby Offices

LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Eau CLAIRE, WI
OSAIC WEALTH, INC. · Eau Claire, WI
EDWARD JONES · EAU CLAIRE, WI

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