Financial ADVSR advisor directory · SEC adviser records
Nicolet Wealth Management financial advisors in Green Bay, WI
Every SEC-registered investment adviser representative at a Nicolet Wealth Management office in Green Bay, A to Z.
The short answer
32 registered advisors work at Nicolet Wealth Management in Green Bay, out of 45 at the firm nationwide; it ranks number 3 in the city by advisors. 10 list the CFP designation and 22 are also registered broker representatives.
Nicolet Wealth Management advisors in Green Bay, A to Z
Every Nicolet Wealth Management advisor →- Shannon L. BerezaAlso a broker rep
- Kyle E. BrunetteAlso a broker rep
- Jacob DinkelCertified Financial Planner · Also a broker rep
- Logan J. DornerAlso a broker rep
- Darren L. GraysonAlso a broker rep
- Dalton J. GuyetteInvestment adviser rep
- Thomas A. HartCertified Financial Planner
- Adam J. HenningsenChartered Financial Analyst
- Jordyn HerzogCertified Financial Planner
- John HorakAlso a broker rep
- Jason D. JohnsonAlso a broker rep
- Joshua L. KohnhorstAlso a broker rep
- Jared D. LawatschInvestment adviser rep
- Patrick J. MadsonCertified Financial Planner · Also a broker rep
- Andrew J. MaertzAlso a broker rep
- Barry J. MartzahlCertified Financial Planner · Also a broker rep
- Eric R. MartzahlCertified Financial Planner · Also a broker rep
- Alexis R. McCarthyCertified Financial Planner · Also a broker rep
- Dana M. McVeyChartered Financial Consultant · Also a broker rep
- Dirk D. OckerlanderAlso a broker rep
- Parker D. OlsonInvestment adviser rep
- Nathan W. OngemachInvestment adviser rep
- Tucker L. PaschenCertified Financial Planner · Also a broker rep
- Rachel A. PattersonCertified Financial Planner · Also a broker rep
- Henry C. PfeiferAlso a broker rep
- Ariel RequeInvestment adviser rep
- Samuel ScheerAlso a broker rep
- Bridgett A. StarrAlso a broker rep
- Jason A. StrandbergAlso a broker rep
- Sonia L. Wasniak-BohnCertified Financial Planner · Also a broker rep
- Anthony T. WilhelmsChartered Financial Analyst
- Erik C. ZurekChartered Financial Analyst
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
Appleton, 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
Other firms in Green Bay
All Green Bay advisors →Packerland Brokerage Services, Inc. 59Morgan Stanley 35RBC Capital Markets, LLC 25Osaic Wealth, Inc. 23Robert W. Baird & Co. Incorporated 21Ameriprise Financial Services, LLC 19Edward Jones 18LPL Financial LLC 18Kcd Financial, Inc. 15Raymond James Financial Services Advisors, Inc. 14Merrill Lynch, Pierce, Fenner & Smith Incorporated 13Harbour Investments, Inc. 11
Questions
How many financial advisors does Nicolet Wealth Management have in Green Bay?
32 investment adviser representatives are registered at Nicolet Wealth Management offices in Green Bay, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 45 nationwide. 10 list the CFP designation and 22 are also registered as broker representatives.
Is Nicolet Wealth Management one of the largest advisor employers in Green Bay?
Nicolet Wealth Management ranks number 3 in Green Bay by registered advisors; Packerland Brokerage Services, Inc. has the most, with 59.
How do I check a Nicolet Wealth Management advisor in Green Bay?
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.