Nicolet Wealth Management Employee Directory

Financial ServicesWisconsin, United States501-1000 Employees

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https://www.linkedin.com/company/nicolet-national-bank/

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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.

Find Nicolet Wealth Management employees' phone numbers or email addresses

Nicolet Wealth Management Global Highlights

Location
Employees

North America
45

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  • United States Of America
    45

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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Contact profiles from Nicolet Wealth Management

Name
Title
Contact Info
Location
Last Update
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    H. B.
    Senior Client Service Associate
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    Oct 18, 2025
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    J. A.
    Registered Representative And Principal
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    United StatesMichigan
    Aug 12, 2025
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    P. V.
    Registered Principal Of SII Investments
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    United StatesWisconsin
    Oct 17, 2024
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    A. W.
    Advisor
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    United StatesWisconsin
    Jul 04, 2025
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    C. W.
    Retirement Plan Services
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    United StatesWisconsin
    Nov 15, 2025
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    T. H.
    Financial Advisor
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    United StatesWisconsin
    Nov 10, 2025
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    J. C.
    Financial Advisor
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    United StatesWisconsin
    Nov 13, 2025
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    T. K.
    Wealth Operations
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    United StatesWisconsin
    Oct 25, 2025
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    A. M.
    Wealth Analyst
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    United StatesWisconsin
    Aug 09, 2025
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    K. L.
    Administrative Assistant
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    United StatesWisconsin
    Oct 26, 2025

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; 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 501 employees as of December 2025. 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 December 2025, 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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