Nicolet Wealth Management
Nicolet Wealth Management (CRD# 283940) is a financial advisory firm headquartered in Green Bay, WI. They manage $3,665,411,749 in 9,297 accounts and serve the financial needs of clients across 20 states (or territories).
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Total Assets Under Management3,665MILLION
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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
Kyle Brunette (CRD# 5088508) is an Investment Advisor Representative working at Nicolet Wealth Management in Green Bay, WI and has over 18 years of experience in the finance industry.
Jacob Dinkel (CRD# 6990959) is an Investment Advisor Representative working at Nicolet Wealth Management in Eau Claire, WI and has over 5 years of experience in the finance industry.
Steve Farone (CRD# 4216198) is an Investment Advisor Representative working at Nicolet Wealth Management in Green Bay, WI and has over 7 years of experience in the finance industry.
Darren Grayson (CRD# 2781049) is an Investment Advisor Representative working at Nicolet Wealth Management in Wausau, WI and has over 15 years of experience in the finance industry.
Jason Johnson (CRD# 5802034) is an Investment Advisor Representative working at Nicolet Wealth Management in Green Bay, WI and has over 12 years of experience in the finance industry.
Adam Longlais (CRD# 4205182) is an Investment Advisor Representative working at Nicolet Wealth Management in Green Bay, WI and has over 21 years of experience in the finance industry.
Patrick Madson (CRD# 4411649) is an Investment Advisor Representative working at Nicolet Wealth Management in Green Bay, WI and has over 22 years of experience in the finance industry.
Andrew Maertz (CRD# 5801310) is an Investment Advisor Representative working at Nicolet Wealth Management in Green Bay, WI and has over 9 years of experience in the finance industry.
Darrick Munsch (CRD# 4727455) is an Investment Advisor Representative working at Nicolet Wealth Management in Green Bay, WI and has over 20 years of experience in the finance industry.
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.