Parker Daniel Olson

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

• 05/2019 → 08/2019
  Pdq Car Wash
  Ashwaubenon, WI
• 05/2020 → 08/2020
  Ibew Local 158
  Green Bay, WI
• 05/2018 → 05/2021
  Festival Foods
  Depere, WI
• 09/2020 → 05/2024
  University Of Wisconsin - Lacrosse
  Lacrosse, WI
• 05/2021 → 08/2021
  Green Bay Booyah
  Green Bay, WI
• 06/2021 → 08/2021
  Subway
  Ashwaubenon, WI
• 05/2022 → 01/2023
  Forte Composites Inc
  Depere, WI
• 05/2023 → 08/2023
  Jewelers Mutual Group
  Neenah, WI
• 09/2022 → 05/2024
  Festival Foods
  Lacrosse, WI
• 05/2024 → Present
  Nicolet Wealth Management
  Green Bay, WI
• 09/2016 → 05/2020
  Notre Dame Academy
  Green Bay, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-05