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111 N. Washington Street, Green Bay, WI 54301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-02-18 |
| WI | RA | APPROVED | 2016-08-08 |
Branch Locations
111 N. Washington Street, Green Bay, WI 54301 • United States
3740 Investors Court, Appleton, WI 54913 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments, Inc. | Appleton | WI | 04/2016 | 12/2017 |
| Nicolet Wealth Management, Llc | Appleton | WI | 07/2016 | Present |
| Private Client Services | Louisville | KY | 01/2018 | 02/2020 |
1) NICOLET ADVISORY SERVICES, LLC - FINANCIAL ADVISOR rep, 180 hrs/month all during trading hrs. 2) Owner - Rental properties, non-investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-11-05 |
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