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Financial ADVSR advisor directory · SEC adviser records

Nicolet Wealth Management financial advisors in Appleton, WI

Every SEC-registered investment adviser representative at a Nicolet Wealth Management office in Appleton, A to Z.

3 registered advisors work at Nicolet Wealth Management in Appleton, out of 45 at the firm nationwide; it ranks number 30 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Nicolet Wealth Management advisors in Appleton, A to Z

Every Nicolet Wealth Management advisor →

Nicolet Wealth Management advisors in every city and state →Nicolet Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Nicolet Wealth Management advisors in other cities

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

Other firms in Appleton

All Appleton advisors →

Thrivent Investment Management Inc. 74Gateway Wealth Partners, LLC 43LPL Financial LLC 35Osaic Wealth, Inc. 23Wells Fargo Clearing Services, LLC 14Endowment Wealth Management, Inc. 12Ameriprise Financial Services, LLC 11Avaii Wealth Management, LLC 10Edward Jones 10Etf Model Solutions, LLC 10Cambridge Investment Research Advisors, Inc. 9McGlone Suttner Wealth Management, Inc. 8

Questions

How many financial advisors does Nicolet Wealth Management have in Appleton?

3 investment adviser representatives are registered at Nicolet Wealth Management offices in Appleton, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 45 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Nicolet Wealth Management one of the largest advisor employers in Appleton?

Nicolet Wealth Management ranks number 30 in Appleton by registered advisors; Thrivent Investment Management Inc. has the most, with 74.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.