Unclaimed Profile

John Michael Thorson

NICOLET ADVISORY SERVICES, LLC·GREEN BAY, Wisconsin

SIE, Series 7, Series 24, Series 66Clean record13 years registeredNICOLET ADVISORY SERVICES, LLC

111 N. WASHINGTON STREET, GREEN BAY, WI 54301CRD# 5777003Firm CRD# 283940

Profile Verification

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

Identity

John Michael Thorson · GREEN BAY, WI

Registration

CRD #5777003 · NICOLET ADVISORY SERVICES, LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NICOLET ADVISORY SERVICES, LLC

NICOLET WEALTH MANAGEMENT

Oct 2023 – Mar 2025

GREEN BAY, WI

U.S. BANCORP INVESTMENTS, INC.

Oct 2012 – Oct 2023

SAINT PAUL, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · October 19, 2012

Years registered · 13

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 John Michael Thorson offer?

John Michael Thorson specializes in Financial Planning, Investment Management, Wealth Management.

What are John Michael Thorson's credentials?

John Michael Thorson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Michael Thorson located?

John Michael Thorson is based in GREEN BAY, Wisconsin, last registered with NICOLET ADVISORY SERVICES, LLC.

How does John Michael Thorson charge for services?

John Michael Thorson'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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