Nicolet Wealth Management

Updated today

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Total assets under management

$3,849,158,087

Total clients

3,818

13% high-net worth

Total advisors

of 70 employees

Firm size

Multi Team

Average clients per advisor

112

Average account size

$1,008,161

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Percentage

0.60% annually

Disclosures

Main office location

Nicolet Wealth Management

111 N. Washington Street

Green Bay WI 54301, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 920-430-1400

Advisors at this firm

Robert S

CFA®, Series 63

Green Bay, WI

Nicolet Wealth Management

Parker O

Series 65

Green Bay, WI

Nicolet Wealth Management

Thomas H

Series 65

Green Bay, WI

Nicolet Wealth Management

Anthony W

CFA®, Series 63

Appleton, WI

Nicolet Wealth Management

Nathan O

Series 65

Green Bay, WI

Nicolet Wealth Management

Jason S

Series 65

Marinette, WI

Nicolet Wealth Management

Jared L

Series 65

Green Bay, WI

Nicolet Wealth Management

April M

Series 66

Green Bay, WI

Nicolet Wealth Management

Dana M

Series 63, Series 66

Green Bay, WI

Nicolet Wealth Management

Henry P

Series 63, Series 65

Petoskey, MI

Nicolet Wealth Management

Andrew M

Series 66

Green Bay, WI

Nicolet Wealth Management

Logan D

Series 66

Green Bay, WI

Nicolet Wealth Management

Samuel S

Series 66

Green Bay, WI

Nicolet Wealth Management

Daniel M

Series 66

Green Bay, WI

Nicolet Wealth Management

Joshua K

Series 66

Green Bay, WI

Nicolet Wealth Management

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