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Financial ADVSR advisor directory · SEC adviser records

Nicolet Wealth Management financial advisors in Wisconsin

Every SEC-registered investment adviser representative at a Nicolet Wealth Management office in Wisconsin, by city and A to Z.

The short answer

41 registered advisors work at Nicolet Wealth Management in Wisconsin, out of 45 nationwide; it's the firm's number 1 state by advisors, and the most are in Green Bay (32). 10 list the CFP designation and 26 are also registered broker representatives.

Nicolet Wealth Management advisors by city in Wisconsin

Every firm in Wisconsin →

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

Nicolet Wealth Management advisors in Wisconsin, A to Z

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Nicolet Wealth Management in other states

Iowa 3

Questions

How many Nicolet Wealth Management financial advisors are in Wisconsin?

41 investment adviser representatives are registered at Nicolet Wealth Management offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 45 at the firm nationwide. 10 list the CFP designation and 26 are also registered as broker representatives.

Where in Wisconsin does Nicolet Wealth Management have the most advisors?

Green Bay, with 32, then Appleton (3). Nicolet Wealth Management has advisors in 7 cities in Wisconsin.

How do I check a Nicolet Wealth Management advisor in Wisconsin?

Each advisor below 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. Advisors are listed at the city of the Nicolet Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.