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2200 Dickinson Road Unit 17A, De Pere, WI 54115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-02-06 |
Branch Locations
1200 Centennial Centre Blvd Suite 300, Hobart, WI 54115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evansville School District | Evansville | WI | 01/2014 | 05/2020 |
| Promega | Fitchburg | WI | 05/2020 | 06/2021 |
| Promega | Fitchburg | WI | 05/2021 | 08/2021 |
| University Of Wisconsin - Green Bay | Green Bay | WI | 08/2021 | 04/2022 |
| Nicolet National Bank | Green Bay | WI | 03/2022 | 02/2023 |
| Nicolet National Bank | Green Bay | WI | 02/2023 | 01/2024 |
| Titletown Tech | Green Bay | WI | 01/2024 | 05/2024 |
| Nicolet Wealth Management | Green Bay | WI | 01/2024 | 06/2024 |
| Charles Schwab & Co Inc | Westlake | TX | 06/2024 | 08/2024 |
| Nicolet Wealth Management | Green Bay | WI | 08/2024 | 11/2024 |
| Geneos Wealth Management | Hobart | WI | 12/2024 | Present |
| Hermsen Wealth Management Llc | Hobart | WI | 12/2024 | Present |
| Geneos Wealth Management Inc | Hobart | WI | 08/2025 | Present |
| N.E.W. Advisory Services Llc | Hobart | WI | 08/2025 | Present |
| Hermsen Wealth Management Llc | Hobart | WI | 08/2025 | Present |
1)DBA: HERMSEN WEALTH MANAGEMENT LLC located at branch location - also will work as a REGISTERED ASSISTANT - 40 HOURS PER WEEK. 2) RIA - NEW ADVISORY SERVICES LLC- IAR. 3) NOTARY PUBLIC. 4) Independent Rep with various insurance companies for FIXED INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-12-23 |
| S65 | Uniform Investment Adviser Law Examination | 2024-07-17 |
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