NICOLET WEALTH MANAGEMENT
Tel: 920-430-1400 111 N. Washington Street Green Bay, Wisconsin 54301
About NICOLET WEALTH MANAGEMENT
NICOLET WEALTH MANAGEMENT is a Green Bay, Wisconsin based financial advisory firm with nearly $3,665,411,749 in assets under management and provides investment advisory services for 9297 clients. There are currently 60 financial advisors at the firm.
General Information
Firm CRD#:
283940
Firm SEC#:
801-108012
Assets Under Management:
$3,665,411,749
No. of Clients:
9297
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors
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