Unclaimed Profile

Joshua M Hufford

NICOLET ADVISORY SERVICES, LLC·GREEN BAY, Wisconsin

Series 4, Series 7, Series 24, Series 53, Series 66Clean record19 years registeredNICOLET ADVISORY SERVICES, LLC

111 N. WASHINGTON STREET, GREEN BAY, WI 54301CRD# 5065946Firm CRD# 283940

Profile Verification

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

Identity

Joshua M Hufford · GREEN BAY, WI

Registration

CRD #5065946 · NICOLET ADVISORY SERVICES, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NICOLET ADVISORY SERVICES, LLC

SII INVESTMENTS, INC.

Apr 2007 – Aug 2012

APPLETON, WI

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 24

Series 53

Series 66

Registration record

First registered · April 13, 2007

Years registered · 19

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 Joshua M Hufford offer?

Joshua M Hufford specializes in Financial Planning, Investment Management, Wealth Management.

What are Joshua M Hufford's credentials?

Joshua M Hufford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joshua M Hufford located?

Joshua M Hufford is based in GREEN BAY, Wisconsin, last registered with NICOLET ADVISORY SERVICES, LLC.

How does Joshua M Hufford charge for services?

Joshua M Hufford'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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