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111 N. Washington Street, Green Bay, WI 54301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-05-18 |
Branch Locations
111 N. Washington Street, Green Bay, WI 54301 • United States
857 W Washington St, Marquette, MI 49855 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cg Advisory Services | Marquette | MI | 02/2023 | 05/2026 |
| Nicolet Advisory Services | Marquette | MI | 05/2026 | Present |
| Wells Fargo Bank | Menominee | MI | 06/2014 | 10/2016 |
| Wells Fargo Bank | Milwaukee | WI | 10/2016 | 11/2019 |
| Flagstar Bank | Marquette | MI | 11/2019 | 11/2021 |
| Nicolet National Bank | Marquette | MI | 12/2021 | 02/2023 |
| Private Client Services | Marquette | MI | 01/2022 | 02/2023 |
| Private Client Services | Marquette | MI | 06/2026 | Present |
1) Northern Edge Enterprises LLC; 1400 Albion Street, Marquette, MI; 50% owner of short-term rental property; start date 1/1/2025; less than 5 hours per month. 2) Nicolet Advisory Services; investment-related; 111 N. Washington St., Green Bay, WI 54301; registered investment adviser firm; investment adviser representative; start date 05/2026; 160 hours per month; 160 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-18 |
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