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Peter J Schaefer

Nicolet Wealth Management

Grand Chute, WI

Green Bay, WI

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Current Employers
Nicolet Wealth Management

111 N. Washington Street, Green Bay, WI 54301 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-02-27
  • WI RA
    APPROVED
    Since 2025-02-27

Branch Locations

3740 Investors Court, Grand Chute, WI 54913 • 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
Jp Morgan Chase Bank Na Chicago IL 03/2010 03/2018
J.P. Morgan Securities Llc Chicago IL 10/2012 03/2018
Legacy Private Trust Company Neenah WI 04/2018 02/2025
Nicolet Wealth Management Grand Chute WI 02/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-29
S63 Uniform Securities Agent State Law Examination 2010-04-02
  • S66 Uniform Combined State Law Examination
    2016-08-29
  • S63 Uniform Securities Agent State Law Examination
    2010-04-02
Designations
Other Names
  • Pj Schaefer

View on SEC IAPD

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