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VerifiedFinancial Services· Founded 2000

Nicolet Wealth Management

Follow us on LinkedIn at Nicolet National Bank. We build solutions to grow your wealth. Investment and insurance products: Are Not FDIC Insured May Lose Value Are Not Bank Guaranteed Are Not Deposits Are Not Guaranteed by Any Federal Government Entity Are Not a Condition to Any Banking Service or Activity Nicolet Advisory Services, LLC, is an investment adviser, registered with the U.S. Securities and Exchange Commission, and an affiliate of Nicolet National Bank. Advisory services offered through Nicolet Advisory Services, LLC, a Registered Investment Advisor. Securities and insurance products offered through Private Client Services ("PCS"), member FINRA/SIPC. PCS is not affiliated with Nicolet National Bank, Nicolet Wealth Management or Nicolet Advisory Services. Trust services are offered through Nicolet National Bank, a national bank with trust powers. Past market activity is not indicative of future results, and changes in any assumptions may have a material effect on projected outcomes. Investing in securities entails risk, and the potential for losing money always exists when investing in securities. Asset allocation, rebalancing, and asset diversification will not ensure account protection in a declining market, and cannot be relied upon to enhance gains in a rising market. Neither Nicolet Advisory Services nor its affiliates offer tax or legal advice. Investors should consult with their legal and tax professionals before making investment decisions.

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HeadquartersGreen Bay, United StatesEmployees25(501 to 1000)Founded year2000Websitenicoletbank.comLinkedIn profileLinkedIn

Verified contacts

22

available on Kipplo

LinkedIn employees

25

501 to 1000 range

Open roles

no listings

Distinct roles

15

indexed titles

Tech stack

6

tools in use

Monthly traffic

19K

organic / mo

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22 contacts with verified email or phone · masked until revealed.

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Top roles at Nicolet Wealth Management

15 distinct titles indexed · top 10 shown.

  • 3associate financial advisor
  • 3financial advisor
  • 3senior registered client service associate
  • 1administrative assistant
  • 1advisor
  • 1advisory operations manager
  • 1chief compliance officer
  • 1managing director
  • 1registered representative and principal
  • 1senior client service associate
  • +5more titles

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