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Financial ADVSR advisor directory · SEC adviser records

Nicolet Wealth Management financial advisors

Every SEC-registered investment adviser representative at Nicolet Wealth Management, by the state and city of the office they work from.

45 registered advisors work at Nicolet Wealth Management, in 4 states and 11 cities; the most are in Green Bay, WI (32). 12 list the CFP designation and 29 are also registered broker representatives.

Search every Nicolet Wealth Management advisor by name →Who joined and left Nicolet Wealth Management →Nicolet Wealth Management: assets, clients and custodians →

Cities with the most Nicolet Wealth Management advisors

Green Bay, WI 32Appleton, WI 3Dubuque, IA 2Eau Claire, WI 1Grand Chute, WI 1Marinette, WI 1Petoskey, MI 1Stevens Point, WI 1Stillwater, MN 1Sturgeon Bay, WI 1West Des Moines, IA 1

Nicolet Wealth Management advisors by state

Nicolet Wealth Management in Wisconsin 40

Green Bay 32Appleton 3Eau Claire 1Grand Chute 1Marinette 1Stevens Point 1Sturgeon Bay 1

Nicolet Wealth Management in Iowa 3

Dubuque 2West Des Moines 1

Nicolet Wealth Management in Michigan 1

Petoskey 1

Nicolet Wealth Management in Minnesota 1

Stillwater 1

Questions

How many financial advisors does Nicolet Wealth Management have?

45 investment adviser representatives are registered with Nicolet Wealth Management, according to the SEC's Investment Adviser Public Disclosure records, in 4 states and 11 cities. 12 list the CFP designation and 29 are also registered as broker representatives.

Where does Nicolet Wealth Management have the most advisors?

Green Bay, WI, with 32 registered advisors, then Appleton, WI (3). By state, Wisconsin has the most, with 40.

How do I find a Nicolet Wealth Management financial advisor near me?

Pick your state below, then your city, to see every Nicolet Wealth Management advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Nicolet Wealth Management offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →