Justin Regnier, financial advisor Stevens Point WI

Justin Regnier

CRD Number: 6070976
Current Firm: Nicolet Wealth Management

Justin Regnier (CRD# 6070976) is an Investment Advisor Representative working at Nicolet Wealth Management in Stevens Point, WI and has over 10 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Nicolet Advisory Services, LLC Stevens Point, WI May 2021 - Current 2
Woodtrust Bank Plover, WI May 2018 - Apr 2021 2
Woodtrust Bank Wisconsin Rapids, WI Feb 2016 - May 2018 2
Ameriprise Financial Services, Inc. Stevens Point, WI Jan 2013 - Feb 2016 3
Regnier Consulting Group, Inc. Stevens Point, WI May 2006 - Dec 2015 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Justin J. Regnier
Phone Number: 920-430-1400
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    3,665
    MILLIONS
  • Total Number of Accounts
    9,297
    ACCOUNTS
  • Average Account Value
    $394,257
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AZ, CA, FL, IA, IL, IN, LA, MI, MN, NC, NH, NV, OH, OK, TN, TX, UT, VA, WA, WI

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