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Jordyn Herzog

Nicolet Wealth Management

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
MI RA APPROVED 2026-02-19
IA RA APPROVED 2026-02-18
MN RA APPROVED 2026-02-18
WI RA APPROVED 2022-05-25
  • MI RA
    APPROVED
    Since 2026-02-19
  • IA RA
    APPROVED
    Since 2026-02-18
  • MN RA
    APPROVED
    Since 2026-02-18
  • WI RA
    APPROVED
    Since 2022-05-25

Branch Locations

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
Nicolet Wealth Management Green Bay WI 04/2022 Present
Grant Thornton Appleton WI 09/2016 04/2022
Green Bay Packaging Green Bay WI 06/2016 09/2016
  • 04/2022 → Present
    Nicolet Wealth Management
    Green Bay, WI
  • 09/2016 → 04/2022
    Grant Thornton
    Appleton, WI
  • 06/2016 → 09/2016
    Green Bay Packaging
    Green Bay, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-25
  • S65 Uniform Investment Adviser Law Examination
    2022-05-25
Designations

View on SEC IAPD

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Other Investors

CHRISTOPHER LEE FEUTZ
MONTANA MORGAN TILLMANN
MARK BRIAN PIPER
Zachary Mano Gilson
MARK ANDREW ENGLES
TIMOTHY ARNOLD BENES
Cal David Jensen
KENNETH JOSEPH MELOTTE

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREEN BAY, WI
MELOTTE FINANCIAL ADVISORS · GREEN BAY, WI
ONELEGACY ADVISORS, LLC · GREEN BAY, WI
THRIVENT INVESTMENT MANAGEMENT INC. · Green Bay, WI
J.P. MORGAN SECURITIES LLC · GREEN BAY, WI
AMERIPRISE FINANCIAL SERVICES, LLC · GREEN BAY, WI
BARINGTON CAPITAL MANAGEMENT, LLC · GREEN BAY, WI
HARBOUR INVESTMENTS, INC. · GREEN BAY, WI

More in Green Bay, WI

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