Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,301Registered advisersEvery investment adviser representative
- 304,895Dually registered77% are also broker reps
- 93,406Adviser onlyNot registered with a broker-dealer
- 25,639FirmsWhere they're registered
- 56,898CFPs11,003 CFAs, 12,693 ChFCs
From the SEC’s compilation report of October 24, 2026, refreshed every morning. +89 since the file before. 53 firm joins and 232 departures in the latest file. 41 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
41 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Shannon L. BerezaGreen Bay, WI | Nicolet Wealth Management | Adviser and broker | – | Atlas | 2024 |
| 2Kyle E. BrunetteGreen Bay, WI | Nicolet Wealth Management | Adviser and broker | – | Atlas | 2011 |
| 3Jacob DinkelGreen Bay, WI | Nicolet Wealth Management | Adviser and broker | CFP | Atlas | 2018 |
| 4Logan J. DornerGreen Bay, WI | Nicolet Wealth Management | Adviser and broker | – | Atlas | 2025 |
| 5Darren L. GraysonGreen Bay, WI | Nicolet Wealth Management | Adviser and broker | – | Atlas | 2008 |
| 6Dalton J. GuyetteGreen Bay, WI | Nicolet Wealth Management | Adviser only | – | Atlas | 2023 |
| 7Thomas A. HartGreen Bay, WI | Nicolet Wealth Management | Adviser only | CFP | Atlas | 2023 |
| 8Adam J. HenningsenGreen Bay, WI | Nicolet Wealth Management | Adviser only | CFA | Atlas | 2025 |
| 9Jordyn HerzogGreen Bay, WI | Nicolet Wealth Management | Adviser only | CFP | Atlas | 2022 |
| 10John HorakGreen Bay, WI | Nicolet Wealth Management | Adviser and broker | – | Atlas | 2026 |
31 more advisors match.
Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.
From the SEC’s Investment Adviser Public Disclosure compilation report: investment adviser representatives, including those also registered as broker representatives. Personal contact details aren’t included.