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
Sturgeon Bay, WI 54235
Credentials
Series 66
Industry experience
2 years
0.60% annually
Nicolet Wealth Managment
2025 - Present (1 year)
Private Client Services
2024 - Present (2 years)
Nicolet Wealth Management
2023 - 2025 (2 years)
State of Wisconsin Department of Revenue
2023 - 2023 (1 year)
Door County Medical Center
2022 - 2023 (1 year)
Island Fever Rum Bar & Grill
2020 - 2024 (4 years)
Full-Time Education
2019 - 2023 (4 years)
Stone Harbor Resort
2016 - 2020 (4 years)
Inn at Cedar Crossing
2016 - 2016 (1 year)
Full - Time Education
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Sturgeon Bay, WI
Edward Jones
Series 66
Sturgeon Bay, WI
Edward Jones
Series 63, Series 65
Sturgeon, WI
Madison Partners
Series 63, Series 66
Sturgeon Bay, WI
Midwestern Securities Trading Company, LLC
Series 63, Series 65
Sturgeon Bay, WI
Benjamin F. Edwards & Company, Inc.
Series 63, Series 65
Sturgeon Bay, WI
Benjamin F. Edwards & Company, Inc.
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