Dalton Guyette (CRD# 7712727) is an Investment Advisor Representative working at Nicolet Wealth Management in Green Bay, WI and has 1 year of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 4997609
Advisors Management Group Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nicolet Wealth Management | Green Bay, WI | Feb 2023 - Current | 1 |
| Nicolet National Bank | Green Bay, WI | Apr 2022 - Feb 2023 | < 1 |
| Tundraland | Kaukauna, WI | May 2021 - Apr 2022 | < 1 |
| Verizon | De Pere, WI | Mar 2020 - May 2021 | 1 |
| Verizon | Appleton, WI | Sep 2019 - Mar 2020 | < 1 |
| Best Buy | Appleton, WI | Mar 2017 - Sep 2019 | 2 |
| Best Buy | Appleton, WI | May 2014 - Mar 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- WI
-
Total Assets Under Management3,665MILLIONS
-
Total Number of Accounts9,297ACCOUNTS
-
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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