Eric R Martzahl

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

• 07/2014 → 07/2019
  Ameriprise Financial Services, Inc.
  Minneapolis, MN
• 08/2019 → 09/2022
  Morgan Stanley
  Green Bay, WI
• 08/2019 → 09/2022
  Morgan Stanley Private Bank, N.A
  New York, NY
• 09/2022 → Present
  Nicolet Wealth Management
  Green Bay, WA
• 11/2022 → Present
  Private Client Services
  Green Bay, WI

Previous Registrations

• 2019-09-17 → 2022-09-22
  Morgan Stanley
  Green Bay, WI
• 2014-12-23 → 2019-08-09
  Ameriprise Financial Services, Llc
  Minneapolis, MN
  Minneapolis, MN

Other Businesses

1) Notre Dame Academy Finance Committee. 610 Maryhill Drive, Green Bay, WI 54303. Catholic High School. Member of finance committee. 1.5 hrs/mo; 0 during trading hrs. 2) Nicolet Wealth Management. 111 N Washington St, Green Bay, WI 54301. RIA. 100 hrs/mo; 100 during trading hrs.

Exams

• S66 Uniform Combined State Law Examination
  2014-12-23

Designations

• Certified Financial Planner

Other Names

• Eric R Martzahl
• Eric Martzahl