Barry Joseph 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

• 06/2009 → 09/2022
  Morgan Stanley Smith Barney
  Green Bay, WI
• 01/2015 → 09/2022
  Morgan Stanley Private Bank, National Association
  New York, NY
• 09/2022 → Present
  Nicolet Wealth Management
  Green Bay, WA
• 11/2022 → Present
  Private Client Services
  Green Bay, WI

Previous Registrations

• 2009-06-01 → 2022-08-18
  Morgan Stanley
  Green Bay, WI
• 1993-07-31 → 2009-06-01
  Citigroup Global Markets Inc.
  Green Bay, WI
  Rhinelander, WI
  Green Bay, WI
  Green Bay, WI

Other Businesses

1) Boys & Girls Club of Green Bay. 1451 University Ave, Green Bay, WI 54302. Support Youth in Green Bay area. Board member & finance committee member. 2 hrs/mo; 2 during trading hrs. 2) Nicolet Advisory Services, LLC. 111 N Washington St, Green Bay, WI 54301. RIA. 160 hrs/mo; 160 during trading hrs. 3) Green Bay Area Catholic High School Foundation LTD. 610 Maryhill Dr, Green Bay, WI 54303. Foundation grants used to support Catholic education for high school students. 1 hr/mo; 1 during trading hrs.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-05-06
• S63 Uniform Securities Agent State Law Examination
  1985-03-29

Designations

• Certified Financial Planner