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Jordyn Herzog

Nicolet Wealth Management

Green Bay, WI

CRD 7543046

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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:

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
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
MELOTTE FINANCIAL ADVISORS
ONELEGACY ADVISORS, LLC

Nearby Investors

CHRISTOPHER LEE FEUTZ
MONTANA MORGAN TILLMANN
MARK BRIAN PIPER

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREEN BAY, WI
MELOTTE FINANCIAL ADVISORS · GREEN BAY, WI
ONELEGACY ADVISORS, LLC · GREEN BAY, WI

More in Green Bay, WI

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