Adviser and broker representative · Nicolet Wealth Management
Natalie McNeal
CRD 8119076 · Appleton, WI
At a glance
Natalie McNeal is an investment adviser representative with Nicolet Wealth Management in Appleton, WI, according to the SEC’s Investment Adviser Public Disclosure records. Natalie is also registered as a broker representative.
Current advisory firm
- Nicolet Wealth ManagementSince October 2026Appleton, WI · $4.3B in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Natalie’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
- Locked
- 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.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Nicolet Wealth Management
- Michelle L. KrauseAppleton
- Daniel T. MangoldAppleton
- Iryna BarkleyPetoskey
- Shannon L. BerezaGreen Bay
- Kyle E. BrunetteGreen Bay
- Jacob DinkelGreen Bay · Certified Financial Planner
- Logan J. DornerGreen Bay
- Darren L. GraysonGreen Bay
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