Nicolet Wealth Management

Firm record

As recorded in SEC IAPD

Firm CRD

283940

SEC number

801-108012

Firm type

RIA

Assets under management

$4.3B as of Mar 31, 2026

Website

www.nicoletbank.com/WEALTH-MANAGEMENT ↗

Phone

920-430-1400

Address

111 N. Washington Street, Green Bay, WI, 54301

Advisors at this firm

49 in our index · page 1 of 1

• Joseph BennettCRD 7029328 · Green Bay, WI
  IA RegisteredBroker
• Kyle Edward BrunetteCRD 5088508 · Green Bay, WI
  IA RegisteredBroker
• Iryna BarkleyCRD 7796323 · Petoskey, MI
  IA RegisteredBroker
• Jacob DinkelCRD 6990959 · Appleton, WI
  IA RegisteredBroker
• Logan James DornerCRD 7885190 · Green Bay, WI
  IA RegisteredBroker
• Darren Lee GraysonCRD 2781049 · Wausau, WI
  IA RegisteredBroker
• Dalton James GuyetteCRD 7712727 · Green Bay, WI
  IA Registered
• Mary Elizabeth HinesCRD 6680693 · Conrad, IA
  IA RegisteredBroker
• Thomas A HartCRD 7737949 · Green Bay, WI
  IA Registered
• Adam James HenningsenCRD 8051193 · Green Bay, WI
  IA Registered
• Jordyn HerzogCRD 7543046 · Green Bay, WI
  IA Registered
• John HorakCRD 7998169 · Green Bay, WI
  IA RegisteredBroker
• Jason Daniel JohnsonCRD 5802034 · Green Bay, WI
  IA RegisteredBroker
• Joshua Luke KohnhorstCRD 7233757 · Green Bay, WI
  IA RegisteredBroker
• Adam E LonglaisCRD 4205182 · Green Bay, WI
  IA Registered
• Michael Richard LaceyCRD 4001455 · Dubuque, IA
  IA RegisteredBroker
• Seth Aaron LarreauCRD 4485261 · Stillwater, MN
  IA RegisteredRegistration inactive
• Jared Davis LawatschCRD 7784073 · Green Bay, WI
  IA Registered
• Patrick Joseph MadsonCRD 4411649 · Green Bay, WI
  IA RegisteredBroker
• Andrew John MaertzCRD 5801310 · Green Bay, WI
  IA RegisteredBroker
• James Eugene MagraneCRD 6633202 · Iowa City, IA
  IA RegisteredBroker
• Barry Joseph MartzahlCRD 1349892 · Green Bay, WI
  IA RegisteredBroker
• Eric R MartzahlCRD 6369821 · Green Bay, WI
  IA RegisteredBroker
• Brian Scott McclearyCRD 4391159 · Dubuque, IA
  IA RegisteredBroker
• April Marlene Kiehnau MoellerCRD 7239268 · Sturgeon Bay, WI
  IA RegisteredBroker
• Daniel Thomas MangoldCRD 7552968 · Appleton, WI
  IA RegisteredBroker
• Alexis Rose MccarthyCRD 7856300 · Sturgeon Bay, WI
  IA RegisteredBroker
• Dana Michelle McveyCRD 6850474 · Green Bay, WI
  IA RegisteredBroker
• Hannah Cary MooreCRD 7686793 · Dubuque, IA
  IA RegisteredBroker
• William Douglas NealCRD 5925526 · Dubuque, IA
  IA Registered
• Dirk Duff OckerlanderCRD 2642024 · Iowa City, IA
  IA RegisteredBroker
• Parker Daniel OlsonCRD 7969237 · Green Bay, WI
  IA Registered
• Nathan Wayne OngemachCRD 7312900 · Green Bay, WI
  IA RegisteredBroker
• Henry C PfeiferCRD 7036629 · Petoskey, MI
  IA RegisteredBroker
• Tucker Lee PaschenCRD 7407101 · Appleton, WI
  IA RegisteredBroker
• Rachel Ann PattersonCRD 7695683 · Green Bay, WI
  IA RegisteredBroker
• Justin James RegnierCRD 6070976 · Stevens Point, WI
  IA Registered
• Ariel RequeCRD 7481025 · Marquette, MI
  IA RegisteredBroker
• Peter J SchaeferCRD 5765391 · Grand Chute, WI
  IA RegisteredRegistration inactive
• Robert Curtis SkinnerCRD 5360119 · Green Bay, WI
  IA RegisteredRegistration inactive
• Jason Anthony StrandbergCRD 5037536 · Iowa City, IA
  IA RegisteredBroker
  Disclosure event(s) on record
• Samuel ScheerCRD 7345647 · Green Bay, WI
  IA RegisteredBroker
• Jason Eric SmerchekCRD 6995808 · Marinette, WI
  IA Registered
• Bridgett A StarrCRD 7499666 · Sister Bay, WI
  IA RegisteredBroker
• Chad Wesley TerryCRD 3112718 · West Des Moines, IA
  IA RegisteredBroker
• Sonia L Wasniak-BohnCRD 4856205 · Oshkosh, WI
  IA RegisteredBroker
• Anthony T WilhelmsCRD 5604842 · Appleton, WI
  IA RegisteredRegistration inactive
• Jon H WooCRD 2364862 · Eau Claire, WI
  IA Registered
• Erik C ZurekCRD 5592252 · Green Bay, WI
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.