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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 |
|---|---|---|---|
| WI | RA | APPROVED | 2023-12-01 |
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 |
|---|---|---|---|---|
| Nicolet Wealth Management | Green Bay | WI | 06/2023 | Present |
| Nicolet Wealth Management | Green Bay | WI | 06/2022 | 05/2023 |
| University Of Wisconsin - Eau Claire | Eau Claire | WI | 09/2019 | 05/2023 |
| Neenah High School | Neenah | WI | 09/2015 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-01 |
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