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NICOLET ADVISORY SERVICES, LLC
NICOLET ADVISORY SERVICES, LLC
NICOLET WEALTH MANAGEMENT
GREEN BAY, Wisconsin
·
10 registered advisors
·
CRD# 283940
SEC# 801-108012
9
920-430-1400
01
Firm Overview
AUM
$3.7B
Regulatory assets under management
Employees
60
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at NICOLET ADVISORY SERVICES, LLC
10 registered advisors
Adam E Longlais
GREEN BAY, Wisconsin
CRD# 4205182
Ann Kuchera Lawson
GREEN BAY, Wisconsin
CRD# 2740763
David Andrew Loasby
GREEN BAY, Wisconsin
CRD# 2581206
Denise Michelle Liddiard
GREEN BAY, Wisconsin
CRD# 3248719
H. Phillip Moore
GREEN BAY, Wisconsin
CRD# 7721368
Jason Daniel Johnson
GREEN BAY, Wisconsin
CRD# 5802034
Jill Elizabeth Bobinski
GREEN BAY, Wisconsin
CRD# 4724086
John Michael Thorson
GREEN BAY, Wisconsin
CRD# 5777003
Joshua M Hufford
GREEN BAY, Wisconsin
CRD# 5065946
Patrick Joseph Madson
GREEN BAY, Wisconsin
CRD# 4411649
05
Office Locations
GREEN BAY, Wisconsin
10 advisors
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Data sourced from SEC Form ADV filings. NICOLET ADVISORY SERVICES, LLC (CRD# 283940) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.