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David Andrew Loasby

NICOLET ADVISORY SERVICES, LLC·GREEN BAY, Wisconsin
Unclaimed Profile
111 N. WASHINGTON STREET, GREEN BAY, WI 54301CRD# 2581206Firm CRD# 283940
01

About

David Andrew Loasby 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NICOLET ADVISORY SERVICES, LLC
NICOLET WEALTH MANAGEMENT
AUM
$3.7B
Regulatory assets under management
Employees
60
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2581206
Firm CRD# 283940
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Andrew Loasby offer?
David Andrew Loasby specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREEN BAY, Wisconsin for a consultation.
What are David Andrew Loasby's credentials?
David Andrew Loasby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Andrew Loasby located?
David Andrew Loasby 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 David Andrew Loasby charge for services?
David Andrew Loasby'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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Other advisors in GREEN BAY
Gwenn Elizabeth Hansen — ASSOCIATED INVESTMENT SERVICES, INC.Joseph Francis Domek — ASSOCIATED INVESTMENT SERVICES, INC.Larry John Rose — HARBOR WEALTH MANAGEMENT, LLCBeth Ann Cravillion — ASSOCIATED INVESTMENT SERVICES, INC.Patrick James Hickey — ASSOCIATED INVESTMENT SERVICES, INC.
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)
City Guides
MILWAUKEE GuideMADISON GuideAPPLETON GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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