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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Iowa City | IA | 09/2008 | 04/2026 |
| Midwestone Bank | Iowa City | ID | 09/2009 | 04/2026 |
| Private Client Services | Iowa City | IA | 04/2026 | Present |
| Nicolet Wealth Management | Iowa City | IA | 04/2026 | Present |
1) Nicolet Advisory Services; investment-related; 111 N. Washington St., Green Bay, WI 54301; RIA; investment adviser representative; start date 04/2026; 160 hours per month; 160 hours per month during trading hours. 2) Dirk & Jennifer Ockerlander; not investment-related; 106 Oak Ridge Dr., Mount Vernon, IA 52314; farm property; start date 07/2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-18 |
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