Alexis Rose Mccarthy

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

• 08/2023 → 06/2025
  Nicolet Wealth Management
  Green Bay, WI
• 05/2020 → 03/2024
  Island Fever Rum Bar & Grill
  Jacksonport, WI
• 01/2023 → 05/2023
  State Of Wisconsin Department Of Revenue
  Madison, WI
• 07/2022 → 05/2023
  Door County Medical Center
  Sturgeon Bay, WI
• 08/2019 → 05/2023
  Full-Time Education
  Madison, WI
• 08/2016 → 02/2020
  Stone Harbor Resort
  Sturgeon Bay, WI
• 09/2015 → 06/2019
  Full - Time Education
  Sturgeon Bay, WI
• 02/2024 → Present
  Private Client Services
  Sturgeon Bay, WI
• 06/2025 → Present
  Nicolet Wealth Managment
  Sturgeon Bay, WI

Other Businesses

1) Nicolet Wealth Services. 111 N Washington St, Green Bay, WI 54301. RIA. 40 hrs/mo; 40 during trading hrs. 2) Door County YMCA, not investment-related, 1900 Michigan St., Sturgeon Bay, WI 54235, physical fitness center, gymnastics instructor - works with kids age 4-6 to teach and develop beginner gymnastics skills, start date 10/28/2024, 4 hrs per month/0 hrs per month during trading hrs.

Exams

• S66 Uniform Combined State Law Examination
  2024-06-22

Designations

• Certified Financial Planner