Best Investors
Account
Sign in
Best Investors
Account
Sign in
111 N. Washington Street, Green Bay, WI 54301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-24 |
Branch Locations
318 E. Mitchell St., Petoskey, MI 49770 • United States
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 |
|---|---|---|---|---|
| Fifth Third Bank | Petoskey | MI | 09/2015 | 04/2024 |
| Fifth Third Securities | Petoskey | MI | 08/2023 | 04/2024 |
| Private Client Services | Petoskey | MI | 04/2024 | Present |
| Nicolet Advisory Services | Green Bay | WI | 01/2025 | Present |
1) Nicolet Wealth Management. 111 North Washington St, Green Bay, WI 54301. RIA. 1600 hrs/mo; 160 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-06 |
Reach out to this advisor