Adam Sitter (CRD# 6813413) is an Investment Advisor Representative working at Nicolet Wealth Management in Green Bay, WI and has over 5 years of experience in the finance industry.
CRD# 4997609
Advisors Management Group Inc.
CRD# 5602971
Gateway Wealth Partners, LLC
CRD# 4661784
Gateway Wealth Partners, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Nicolet National Bank | Green Bay, WI | Jun 2018 - Current | 5 |
Nicolet Advisory Services, LLC | Green Bay, WI | Jun 2018 - Current | 5 |
Private Client Services | Green Bay, WI | Jul 2018 - Aug 2023 | 5 |
University Of Wisconsin-madison | Madison, WI | Sep 2017 - May 2018 | < 1 |
University Of Wisconsin -madison | Madison, WI | Sep 2014 - May 2018 | 3 |
Verve, A Credit Union | Oshkosh, WI | May 2017 - Aug 2017 | < 1 |
Festival Foods | Oshkosh, WI | Jul 2011 - May 2017 | 5 |
Muza Sheet Metal | Oshkosh, WI | May 2016 - Aug 2016 | < 1 |
Precision Installations Inc. | Appleton, WI | May 2015 - Aug 2015 | < 1 |
Winneconne High School | Winneconne, WI | Sep 2010 - Jun 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2018 |
- WI
-
Total Assets Under Management3,665MILLIONS
-
Total Number of Accounts9,297ACCOUNTS
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Average Account Value$394,257
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, FL, IA, IL, IN, LA, MI, MN, NC, NH, NV, OH, OK, TN, TX, UT, VA, WA, WI
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