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
46

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  • United States Of America
    46

Nicolet Wealth Management's Leadership

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    J. H.
    Chief Compliance Officer
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    J. D.
    Vice President Financial Advisor Team Lead
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    S. F.
    Vp Financial Advisor
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    B. N.
    President Managing Principal
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    P. M.
    Svp
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    A. W.
    Vice President, Financial Advisor, Aams
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    P. M.
    Senior Vice President
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    B. M.
    Managing Director
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Nicolet Wealth Management Employee Metrics

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

Contact profiles from Nicolet Wealth Management

Name
Title
Contact Info
Location
Last Update
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    J. H.
    Chief Compliance Officer
    Phone icon
    United StatesWisconsin
    Sep 10, 2025
  • Stylized image of a person
    B. N.
    President Managing Principal
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    J. D.
    Vice President Financial Advisor Team Lead
    Phone icon
    United StatesWisconsin
    Nov 10, 2025
  • Stylized image of a person
    P. M.
    Svp
    Phone icon
    United StatesWisconsin
    Apr 14, 2026
  • Stylized image of a person
    S. F.
    Vp Financial Advisor
    Phone icon
    United StatesWisconsin
    Sep 10, 2025
  • Stylized image of a person
    A. W.
    Vice President, Financial Advisor, Aams
    Phone icon
    United StatesWisconsin
    Oct 22, 2024
  • Stylized image of a person
    P. M.
    Senior Vice President
    Phone icon
    Jun 24, 2024
  • Stylized image of a person
    B. M.
    Managing Director
    Phone icon
    United StatesWisconsin
    Feb 19, 2026
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    A. S.
    Customer Service; Manager
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    Oct 16, 2024
  • Stylized image of a person
    M. T.
    Senior Registered Client Service Associate
    Phone icon
    United StatesFlorida
    Apr 13, 2026

Frequently Asked Questions

What is Nicolet Wealth Management known for?

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Nicolet Wealth Management was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in 111 North Washington Street Green Bay, Wisconsin 54301 United States; you can contact the main corporate office by phone at . Explore Nicolet Wealth Management's company overview page for more information.

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

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Nicolet Wealth Management employees' email format typically follows the pattern of . 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?

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Nicolet Wealth Management has approximately 32 employees as of May 2026. These team members are located across 1 continents, including North America.

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

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

  • Chief Compliance Officer: J. H.
  • Vice President Financial Advisor Team Lead: J. D.
  • Vp Financial Advisor: S. F.
  • President Managing Principal: B. N.
  • Svp: P. M.

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