President · Nicolet Wealth Management
Patrick J. Madson
CRD 4411649 · 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 Patrick J. Madson on its Form ADV as President, a control person.
Firms and roles
- Nicolet Wealth ManagementPresidentWealth manager · Green Bay, WI · $4.3B in regulatory assets
AtlasMembers
Patrick’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.
Colleagues named on the same filings
- Joshua M HuffordChief Compliance Officer, Nicolet Wealth Management
- Adam E LonglaisChief Investment Officer, 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 Patrick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.