Advisor at Nicolet Wealth Management
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Location
Marinette, WI 54143
Credentials
Series 65
Industry experience
7 years
Jason Smerchek is a financial advisor at Nicolet Wealth Management with seven years of industry experience. He holds a Series 65 credential and has worked at Nicolet Advisory Services, LLC since 2018, following a 12-year tenure at Nicolet National Bank. Nicolet Advisory Services specializes in retirement plan advisory and consulting for participant-directed defined-contribution plans, offering services such as investment policy statement preparation, ongoing investment monitoring, participant education, and plan service provider support. The firm acts as an ERISA investment manager with discretionary authority and conducts portfolio manager oversight through an internal investment research team and committee.
Based on Nicolet Wealth Management
Based on Nicolet Wealth Management
0.60% annually
2009 Hall Avenue
Marinette, WI 54143
Michigan · Wisconsin
Nicolet Advisory Services, LLC
2018 - Present (8 years)
Nicolet National Bank
2006 - 2018 (12 years)
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Is active or affiliated with:
Bank
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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.
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