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111 N. Washington Street, Green Bay, WI 54301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-04-17 |
Branch Locations
111 N. Washington Street, Green Bay, WI 54301 • United States
102 S Clinton Street, Iowa City, IA 52240 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great Western Bank | Lincoln | NE | 03/2013 | 01/2017 |
| Cetera Investment Services Llc | St Cloud | MN | 03/2013 | 01/2017 |
| Cetera Investment Advisers Llc | Burlington | IA | 01/2014 | 01/2017 |
| Lpl Financial, Llc | Burlington | IA | 01/2017 | 04/2026 |
| Midwestone | Burlington | IA | 01/2017 | 04/2026 |
| Private Client Services | Iowa City | IA | 04/2026 | Present |
| Nicolet Wealth Management | Iowa City | IA | 04/2026 | Present |
Nicolet Advisory Services; investment-related; 111 N Washington Street, Green Bay, WI; RIA; investment adviser representative; start date 04/2026; 160 hours per month; 160 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-21 |
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