Andrew John Maertz

Investment Adviser Representative at NICOLET WEALTH MANAGEMENT

GREEN BAY, WICRD #5801310Dual-registered

No disclosures on record

Sourced from SEC IAPD & FINRA BrokerCheck

Years of Experience

12 yrs

States Registered

1 states

Exams Passed

Registrations & licenses

Registration type

Dual-registered

Registered in 1 states

Wisconsin

Examinations passed

Series 66

Uniform Combined State Law Examination

Passed 10/24/2014

Series 24

General Securities Principal Examination

Passed 5/20/2019

SIE

Securities Industry Essentials Examination

Passed 10/1/2018

Series 7

General Securities Representative Examination

Passed 12/21/2013

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model

Assets Under Management (AUM)

Blended rate

0.006

Source

NICOLET WEALTH MANAGEMENT Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PRIVATE CLIENT SERVICES, LLCCurrent

5/18/2018 – Green Bay, WI

NATIONAL PLANNING CORPORATION

3/24/2016 – 4/24/2018LOS ANGELES, CA

SII INVESTMENTS, INC.

12/23/2013 – 4/24/2018APPLETON, WI

INVESTMENT CENTERS OF AMERICA, INC.

10/30/2014 – 4/24/2018APPLETON, WI

Official records & sources

FINRA BrokerCheck record

Official broker registration & regulatory record

SEC IAPD record

SEC investment adviser registration record

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrew John Maertz has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.