NICOLET WEALTH MANAGEMENT - Financial Advisor in Wisconsin, Green Bay

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

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Fixed fees

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