Dana Michelle Mcvey

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

• 10/2017 → 01/2023
  Lpl Financial Llc
  Green Bay, WI
• 05/2012 → 05/2023
  Capital Credit Union
  Green Bay, WI
• 01/2023 → 05/2023
  Cuso Financial Services, Lp
  San Diego, CA
• 05/2023 → Present
  Private Client Services
  Green Bay, WI
• 05/2023 → Present
  Nicolet Wealth Management
  Green Bay, WI

Previous Registrations

• 2023-01-23 → 2023-05-04
  Cuso Financial Services, L.P.
  San Diego, CA
  Green Bay, WI
  Green Bay, WI
• 2020-06-23 → 2023-02-06
  Lpl Financial Llc
  Green Bay, WI
  Green Bay, WI
  Appleton, WI
  Greenville, WI
  Shawano, WI
  Appleton, WI
  Greenville, WI
  Green Bay, WI

Other Businesses

1) Notary Public. 111 N Washington St, Green Bay, WI 54301. Notary public for Wisconsin. 1 hr/month; 0 during trading hrs. 2) Nicolet. 111 N Washington St, Green Bay, WI. Registered Client Service Associate.

Exams

• S66 Uniform Combined State Law Examination
  2020-06-18
• S63 Uniform Securities Agent State Law Examination
  2017-12-12

Designations

• Chartered Financial Consultant

Other Names

• Dana Collins
• Dana M Collins
• Dana Michelle Collins
• Dana Michelle Mc Vey