Advisor at Nicolet Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Nicolet Wealth Management
Location
Petoskey, MI 49770
Credentials
Series 63, Series 65
Industry experience
5 years
0.60% annually
Nicolet Advisory Services
2024 - Present (2 years)
Private Client Services
2023 - Present (3 years)
Nicolet Advisory Services
2023 - 2024 (1 year)
Unemployed
2021 - 2023 (2 years)
Fifth Third Securities
2018 - 2021 (3 years)
FIFTH THIRD BANK
2015 - 2021 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Petoskey, MI
Edward Jones
Series 63, Series 66
Petoskey, MI
Merrill
Anthony Provenzano is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 1984 and has over 48 years of experience in the financial industry. In his role, he works with individuals, families, and businesses to develop customized financial strategies that align with their financial goals. His expertise includes areas such as divorce transition planning, employee benefits planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, tax minimization, portfolio management, and small business strategies. Mr. Provenzano holds a Bachelor of Business Administration degree in Financial Management from Western Michigan University and holds the professional designation of Personal Investment Advisor (PIA). He has been recognized on the Forbes “Best-in-State Wealth Advisors” list multiple times, including in 2021, 2022, 2023, 2024, and 2025. Outside of his professional work, he has been actively involved in various community organizations. His personal interests include boating, golfing, spending time with family, and traveling.
ChFC®, Series 66
Boyne City, MI
Edward Jones
Series 66
Boyne City, MI
Edward Jones
CFP®, Series 63, Series 65
Harbor Springs, MI
Merrill
Kevin Larson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He collaborates with clients to develop personalized financial strategies designed to help pursue their long-term goals. Utilizing insights from Merrill and the banking and lending resources of Bank of America, he aims to create flexible wealth management approaches aligned with clients’ priorities and changing market conditions. Kevin holds a Bachelor’s Degree from the University of Alabama System and holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also active in his community, volunteering with local organizations following the Merrill tradition of community involvement. Outside of work, Kevin enjoys boating, golfing, and skiing.
ChFC®, Series 63, Series 65
Boyne City, MI
Don A. Slabaugh, LLC
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