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 21 - 27 of 27 top financial advisors.
21
Thomas Hart, financial advisor Green Bay WI
Thomas A. Hart
CRD#: 7737949
111 N. Washington Street, Green Bay, WI 54301

Thomas Hart (CRD# 7737949) is an Investment Advisor Representative working at Nicolet Wealth Management in Green Bay, WI and has 1 year of experience in the finance industry.

22
Jordyn Herzog, financial advisor Green Bay WI
Jordyn Herzog
CRD#: 7543046
111 N. Washington Street, Green Bay, WI 54301

Jordyn Herzog (CRD# 7543046) is an Investment Advisor Representative working at Nicolet Wealth Management in Green Bay, WI and has 1 year of experience in the finance industry.

23
Jared Lawatsch, financial advisor Green Bay WI
Jared D. Lawatsch
CRD#: 7784073
111 N. Washington Street, Green Bay, WI 54301

Jared Lawatsch (CRD# 7784073) is an Investment Advisor Representative working at Nicolet Wealth Management in Green Bay, WI and has 1 year of experience in the finance industry.

24
Nathan Ongemach, financial advisor Green Bay WI
Nathan W. Ongemach
CRD#: 7312900
111 N. Washington Street, Green Bay, WI 54301

Nathan Ongemach (CRD# 7312900) is an Investment Advisor Representative working at Nicolet Wealth Management in Green Bay, WI and has over 3 years of experience in the finance industry.

25
Tucker Paschen, financial advisor Green Bay WI
Tucker L. Paschen
CRD#: 7407101
111 N. Washington Street, Green Bay, WI 54301

Tucker Paschen (CRD# 7407101) 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.

26
Rachel Patterson, financial advisor Green Bay WI
Rachel A. Patterson
CRD#: 7695683
111 N. Washington Street, Green Bay, WI 54301

Rachel Patterson (CRD# 7695683) is an Investment Advisor Representative working at Nicolet Wealth Management in Green Bay, WI and has 1 year of experience in the finance industry.

27
Samuel Scheer, financial advisor Green Bay WI
Samuel Scheer
CRD#: 7345647
111 N. Washington Street, Green Bay, WI 54301

Samuel Scheer (CRD# 7345647) 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.

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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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