Best Investors
Account
Sign in
Best Investors
Account
Sign in
2200 Dickinson Road Unit 17A, De Pere, WI 54115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-10-26 |
Branch Locations
2200 Dickinson Rd Unit 17A, De Pere, WI 54115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments | Brillion | WI | 09/2010 | 01/2017 |
| Nicolet Wealth Management, Llc | Green Bay | WI | 08/2016 | 10/2022 |
| Nicolet National Bank | Green Bay | WI | 04/2016 | 10/2022 |
| Private Client Services | Louisville | KY | 01/2018 | 10/2022 |
| Geneos Wealth Management Inc | Green Bay | WI | 10/2022 | Present |
| N.E.W. Advisory Services Llc | Green Bay | WI | 10/2022 | Present |
1) DBA: will work under NORTHRIGHT FINANCIAL LLC non investment related business located at branch location. 2) IAR under RIA N.E.W. ADVISORY SERVICES LLC investment related at branch location. 3) Independent Rep with various insurance carriers for FIXED INSURANCE SALES. 4) VMR PROPERTIES LLC-OWNER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-22 |
Reach out to this advisor