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Nicolet Wealth Management Employee Directory

Financial ServicesWisconsin, United States11-50 Employees

Nicolet Wealth Management operates within the financial services sector from Green Bay, Wisconsin. It delivers wealth-management services through affiliated entities, including investment advisory services via Nicolet Advisory Services, LLC, and securities and insurance products through Private Client Services, with trust services provided by Nicolet National Bank.

Investment products come with standard risk disclosures, noting they are not FDIC insured, may lose value, and are not guaranteed by the government or the bank. PCS, which distributes securities and insurance products, is not affiliated with Nicolet National Bank, Nicolet Wealth Management, or Nicolet Advisory Services. In February 2026, the parent bank completed the acquisition of MidWest One Financial Group, expanding its branch network.

Find Nicolet Wealth Management employees' phone numbers or email addresses

Nicolet Wealth Management Global Highlights

Location
Employees

North America
45

Minus sign iconPlus sign icon
  • United States Of America
    45

Nicolet Wealth Management's Leadership

  • President Managing Principal at Nicolet Wealth Management
    B. N.
    President Managing Principal
    Mobile Phone
  • Senior Vice President at Nicolet Wealth Management
    P. M.
    Senior Vice President
    Mobile Phone
  • Customer Service; Manager at Nicolet Wealth Management
    A. S.
    Customer Service; Manager
    Mobile Phone
  • Senior Client Service Associate at Nicolet Wealth Management
    H. B.
    Senior Client Service Associate
    Mobile Phone
  • Financial Advisor at Nicolet Wealth Management
    E. M.
    Financial Advisor
    Mobile Phone

Nicolet Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Legal
  • Consultant
  • Other
  • Finance

Contact profiles from Nicolet Wealth Management

Name
Title
Contact
Location
Last Update
  • President Managing Principal at Nicolet Wealth Management
    B. N.
    President Managing Principal
    Mobile Phone
    Oct 22, 2024
  • Senior Vice President at Nicolet Wealth Management
    P. M.
    Senior Vice President
    Mobile Phone
    Jun 24, 2024
  • Customer Service; Manager at Nicolet Wealth Management
    A. S.
    Customer Service; Manager
    Mobile Phone
    Oct 16, 2024
  • Senior Client Service Associate at Nicolet Wealth Management
    H. B.
    Senior Client Service Associate
    Mobile Phone
    Jun 30, 2026
  • Financial Advisor at Nicolet Wealth Management
    E. M.
    Financial Advisor
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Nicolet Wealth Management known for?

Minus sign iconPlus sign iconNicolet Wealth Management was founded in 2000 and operates in the Financial Services industry. You can contact Nicolet Wealth Management's main corporate office by phone at
+1-715-822-****
. Explore Nicolet Wealth Management's company overview page for more information.

What is Nicolet Wealth Management's most common email format?

Minus sign iconPlus sign iconNicolet Wealth Management employees' email format typically follows the pattern of FirstLast@wealthmanagementgroupllc.net. Trying to find reliable and up-to-date employee contact data? Find more Nicolet Wealth Management email formats with LeadIQ.

How many employees does Nicolet Wealth Management have currently?

Minus sign iconPlus sign iconNicolet Wealth Management has approximately 35 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Nicolet Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Nicolet Wealth Management's key employees include:

  • President Managing Principal: B. N.
  • Senior Vice President: P. M.
  • Customer Service; Manager: A. S.
  • Senior Client Service Associate: H. B.
  • Financial Advisor: E. M.

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