Anthony T Wilhelms

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 12/2017
  Sii Investments, Inc.
  Appleton, WI
• 07/2016 → Present
  Nicolet Wealth Management, Llc
  Appleton, WI
• 01/2018 → 02/2020
  Private Client Services
  Louisville, KY

Previous Registrations

• 2016-04-20 → 2017-12-31
  Sii Investments, Inc.
  Appleton, WI
  Appleton, WI
  Appleton, WI

Other Businesses

1) NICOLET ADVISORY SERVICES, LLC - FINANCIAL ADVISOR rep, 180 hrs/month all during trading hrs. 2) Owner - Rental properties, non-investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-11-05

Designations

• Chartered Financial Analyst