Chief Investment Officer · Nicolet Wealth Management
Adam E. Longlais
CRD 4205182 · Named on Form ADV at one SEC-registered adviser
At a glance
Nicolet Wealth Management, an SEC-registered wealth manager based in Green Bay, WI with $4.3 billion in regulatory assets, lists Adam E. Longlais on its Form ADV as Chief Investment Officer, a control person.
Firms and roles
- Nicolet Wealth ManagementChief Investment OfficerWealth manager · Green Bay, WI · $4.3B in regulatory assets
AtlasMembers
Adam’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2013 (13 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 66
- Registered in
- 4 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Adam’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Joshua M. HuffordChief Compliance Officer, Nicolet Wealth Management
- Patrick J. MadsonPresident, Nicolet Wealth Management
- H. P. MooreChief Financial Officer, Nicolet Wealth Management
- Andrew J. MaertzVP, Director of Sales Enablement & Support Services, Nicolet Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Adam’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.