Unclaimed Profile

Adam E Longlais

NICOLET ADVISORY SERVICES, LLC·GREEN BAY, Wisconsin

Series 7, Series 55, Series 66Clean record12 years registeredNICOLET ADVISORY SERVICES, LLC

111 N. WASHINGTON STREET, GREEN BAY, WI 54301CRD# 4205182Firm CRD# 283940

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam E Longlais · GREEN BAY, WI

Registration

CRD #4205182 · NICOLET ADVISORY SERVICES, LLC · 12 years registered

Brand Profile

Not yet started

Career History

NICOLET WEALTH MANAGEMENT

Apr 2019 – present

KELLOGG ASSET MANAGEMENT, LLC

Oct 2013 – Mar 2019

GREEN BAY, WI

Registrations & Exams

FINRA examinations passed

Series 7

Series 55

Series 66

Registration record

First registered · October 7, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NICOLET ADVISORY SERVICES, LLC

CRD 283940 · SEC 801-108012

AUM

$3.7B

Regulatory assets under management

Employees

9,297 client accounts

Services offered by NICOLET ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NICOLET ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Adam E Longlais offer?

Adam E Longlais specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREEN BAY, Wisconsin for a consultation.

What are Adam E Longlais's credentials?

Adam E Longlais is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam E Longlais located?

Adam E Longlais is based in GREEN BAY, Wisconsin, working with NICOLET ADVISORY SERVICES, LLC. Their office serves clients in the GREEN BAY metropolitan area and surrounding communities.

How does Adam E Longlais charge for services?

Adam E Longlais's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NICOLET ADVISORY SERVICES, LLC?

NICOLET ADVISORY SERVICES, LLC has approximately 60 employees and manages $3.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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