Unclaimed Profile

Patrick Joseph Madson

NICOLET ADVISORY SERVICES, LLC·GREEN BAY, Wisconsin

SIE, Series 7, Series 63, Series 66CFPClean record23 years registeredNICOLET ADVISORY SERVICES, LLC

111 N. WASHINGTON STREET, GREEN BAY, WI 54301CRD# 4411649Firm CRD# 283940

Profile Verification

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

Identity

Patrick Joseph Madson · GREEN BAY, WI

Registration

CRD #4411649 · NICOLET ADVISORY SERVICES, LLC · 23 years registered

Brand Profile

Not yet started

Career History

NICOLET WEALTH MANAGEMENT

Dec 2017 – present

SII INVESTMENTS, INC.

Jan 2003 – Dec 2017

GREEN BAY, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · January 29, 2003

Years registered · 23

Professional designation · CFP

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 Patrick Joseph Madson offer?

Patrick Joseph Madson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREEN BAY, Wisconsin for a consultation.

What are Patrick Joseph Madson's credentials?

Patrick Joseph Madson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Patrick Joseph Madson located?

Patrick Joseph Madson 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 Patrick Joseph Madson charge for services?

Patrick Joseph Madson'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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