Unclaimed Profile

Adam E Longlais

NICOLET ADVISORY SERVICES, LLC·GREEN BAY, Wisconsin

Clean recordNICOLET 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Adam E Longlais is a registered financial advisor based in GREEN BAY, Wisconsin, affiliated with NICOLET ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

NICOLET ADVISORY SERVICES, LLC

NICOLET WEALTH MANAGEMENT

AUM

$3.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at NICOLET ADVISORY SERVICES, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4205182

Firm CRD# 283940

View on FINRA BrokerCheck →

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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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