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).

Current Firm Details
111 N. Washington Street, Green Bay, WI 54301
https://www.nicoletbank.com/wealth-management/
By the Numbers
  • Total Assets Under Management
    3,665
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Nicolet Wealth Management
Showing 1 - 10 of 28 top financial advisors.
1
Kyle Brunette, financial advisor Green Bay WI
Kyle E. Brunette
CRD#: 5088508
111 N Washington Street, Green Bay, WI 54301

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.

2
Jacob Dinkel, financial advisor Eau Claire WI
Jacob Dinkel
CRD#: 6990959
1010 W Clairemont Ave, Eau Claire, WI 54701

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.

3
Steve Farone, financial advisor Green Bay WI
Steve S. Farone
CRD#: 4216198
111 N. Washington Street, Green Bay, WI 54301

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.

4
Darren Grayson, financial advisor Wausau WI
Darren L. Grayson
CRD#: 2781049
210 N 17th Ave, Wausau, WI 54401

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.

5
Jason Johnson, financial advisor Green Bay WI
Jason D. Johnson
CRD#: 5802034
111 N. Washington Street, Green Bay, WI 54301

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.

6
Adam Longlais, financial advisor Green Bay WI
Adam E. Longlais
CRD#: 4205182
111 N. Washington St, Green Bay, WI 54301

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.

7
Patrick Madson, financial advisor Green Bay WI
Patrick J. Madson
CRD#: 4411649
111 N. Washington Street, Green Bay, WI 54301

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.

8
Andrew Maertz, financial advisor Green Bay WI
Andrew J. Maertz
CRD#: 5801310
111 N. Washington Street, Green Bay, WI 54301

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.

9
Darrick Munsch, financial advisor Green Bay WI
Darrick E. Munsch
CRD#: 4727455
111 N. Washington Street, Green Bay, WI 54301

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.

10
Justin Regnier, financial advisor Green Bay WI
Justin J. Regnier
CRD#: 6070976
111 N. Washington Street, Green Bay, WI 54301

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

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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