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Nicolet Wealth Management CRD 283940
$4.29B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
111 N. Washington Street, Green Bay, WI 54301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-02-19 |
| IA | RA | APPROVED | 2026-02-18 |
| MN | RA | APPROVED | 2026-02-18 |
| WI | RA | APPROVED | 2024-01-05 |
Branch Locations
111 N. Washington Street, Green Bay, WI 54301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walgreens | Green Bay | WI | 01/2012 | 04/2017 |
| Nicolet National Bank | Green Bay | WI | 04/2017 | 01/2020 |
| Nicolet National Bank | Green Bay | WI | 01/2020 | 01/2023 |
| Nicolet Wealth Management | Green Bay | WI | 01/2023 | 12/2023 |
| Nicolet Wealth Management | Green Bay | WI | 01/2024 | 08/2024 |
| Nicolet Wealth Management | Green Bay | WI | 08/2024 | Present |
| Private Client Services | Green Bay | WI | 02/2023 | 02/2026 |
| Private Client Services | Green Bay | WI | 02/2026 | Present |
Nicolet Advisory Services, LLC; investment-related; 111 N. Washington St., Green Bay, WI 54313; registered investment adviser firm; investment adviser representatives; start date: 04/2024; number of hours per month: 173; number of hours per month during trading hours: 140.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-30 |
| S65 | Uniform Investment Adviser Law Examination | 2023-11-18 |
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