Claim Profile
JT

John Michael Thorson

NICOLET ADVISORY SERVICES, LLC·GREEN BAY, Wisconsin
Unclaimed Profile
111 N. WASHINGTON STREET, GREEN BAY, WI 54301CRD# 5777003Firm CRD# 283940
01

About

John Michael Thorson 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
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# 5777003
Firm CRD# 283940
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GREEN BAY?

Browse all registered financial advisors in GREEN BAY, Wisconsin or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does John Michael Thorson offer?
John Michael Thorson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREEN BAY, Wisconsin for a consultation.
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, working with NICOLET ADVISORY SERVICES, LLC. Their office serves clients in the GREEN BAY metropolitan area and surrounding communities.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty