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 11 - 20 of 27 top financial advisors.
11
Corey Sherf, financial advisor Green Bay WI
Corey G. Sherf
CRD#: 4631869
111 N. Washington Street, Green Bay, WI 54301

Corey Sherf (CRD# 4631869) 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.

12
Adam Sitter, financial advisor Green Bay WI
Adam C. Sitter
CRD#: 6813413
111 N. Washington Street, Green Bay, WI 54301

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.

13
Jason Smerchek, financial advisor Marinette WI
Jason E. Smerchek
CRD#: 6995808
2009 Hall Avenue, Marinette, WI 54143

Jason Smerchek (CRD# 6995808) is an Investment Advisor Representative working at Nicolet Wealth Management in Marinette, WI and has over 5 years of experience in the finance industry.

14
Michael Steppe, financial advisor Green Bay WI
Michael Steppe
CRD#: 4405015
111 N. Washington Street, Green Bay, WI 54301

Michael Steppe (CRD# 4405015) is an Investment Advisor Representative working at Nicolet Wealth Management in Green Bay, WI and has 1 year of experience in the finance industry.

15
Sonia Wasniak-Bohn, financial advisor Green Bay WI
Sonia L. Wasniak-Bohn
CRD#: 4856205
111 N. Washington Street, Green Bay, WI 54301

Sonia Wasniak-Bohn (CRD# 4856205) is an Investment Advisor Representative working at Nicolet Wealth Management in Green Bay, WI and has over 19 years of experience in the finance industry.

16
Anthony Wilhelms, financial advisor Appleton WI
Anthony T. Wilhelms
CRD#: 5604842
333 S. Nicolet Road, Appleton, WI 54914

Anthony Wilhelms (CRD# 5604842) is an Investment Advisor Representative working at Nicolet Wealth Management in Appleton, WI and has over 15 years of experience in the finance industry.

17
Jeremy Bloomfield, financial advisor Green Bay WI
Jeremy D. Bloomfield
CRD#: 7508855
111 N. Washington Street, Green Bay, WI 54301

Jeremy Bloomfield (CRD# 7508855) is an Investment Advisor Representative working at Nicolet Wealth Management in Green Bay, WI and has 1 year of experience in the finance industry.

18
Jonathan Deprey, financial advisor Green Bay WI
Jonathan M. Deprey
CRD#: 7436152
111 N. Washington Street, Green Bay, WI 54301

Jonathan Deprey (CRD# 7436152) is an Investment Advisor Representative working at Nicolet Wealth Management in Green Bay, WI and has over 2 years of experience in the finance industry.

19
Ryan Gregory, financial advisor Appleton WI
Ryan J. Gregory
CRD#: 7602315
3740 Investors Court, Appleton, WI 54913

Ryan Gregory (CRD# 7602315) is an Investment Advisor Representative working at Nicolet Wealth Management in Appleton, WI and has 1 year of experience in the finance industry.

20
Dalton Guyette, financial advisor Green Bay WI
Dalton J. Guyette
CRD#: 7712727
111 N. Washington Street, Green Bay, WI 54301

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.

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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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