Daniel Thomas Mangold
Investment Adviser Representative at Nicolet Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Daniel Thomas Mangold is an investment adviser representative with Nicolet Wealth Management in Appleton, WI, where they have been registered since 2026. They have worked in the securities industry since 2025. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Wisconsin.
Registrations & licenses
- Investment adviser:
- Wisconsin
- Broker:
2 states and territories
Illinois, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Nicolet Wealth ManagementOct 2025 – no end date reportedAppleton, WI
- UnemployedJul 2025 – Oct 2025Appleton, WI
- Nitty GrittyOct 2024 – Jul 2025Madison, WI
- Federal Deposit Insurance CorporationMay 2024 – Oct 2024Cedar Rapids, IA
- TargetDec 2023 – Feb 2024Appleton, WI
- Werner ElectricMay 2023 – Aug 2023Appleton, WI
- StudentAug 2022 – May 2023Madison, WI
- Ameriprise FinancialMay 2022 – Aug 2022Oshkosh, WI
- Appleton Area School DistrictDec 2021 – Jan 2022Appleton, WI
- High Cliff Golf CourseJun 2021 – Aug 2021Sherwood, WI
- Papa Murphy's - Signature Pizza LLCNov 2019 – Feb 2021Appleton, WI
- Young Men's Christan AcademyJun 2019 – Jul 2019Appleton, WI
- WalmartFeb 2019 – Jun 2019Appleton, WI
- QuiznosJul 2018 – Aug 2018Appleton, WI
- Student / UnemployedOct 2015 – Jul 2018Appleton, WI
- StudentJul 2019 – Nov 2019Appleton, WI
- StudentFeb 2021 – Jun 2021Appleton, WI
- StudentAug 2021 – Dec 2021Madison, WI
- StudentJan 2022 – May 2022Madison, WI
- StudentAug 2023 – Dec 2023Madison, WI
- StudentFeb 2024 – May 2024Madison, WI
- StudentAug 2018 – Feb 2019Appleton, WI
- Private Client ServicesOct 2025 – Feb 2026Appleton, WI
- Private Client ServicesFeb 2026 – no end date reportedAppleton, WI
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Nicolet Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Estimated blended rate
- 0.006
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial Planning, Investment Management, Trust & Fiduciary Services, Retirement Planning (including calculators and tools), and Select Service Team investing solutions.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 50
- Offices listed on AdvisorFinder:
- 10
- Main office:
- Green Bay, WI
- SEC file number:
- 801-108012
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Nicolet Wealth Management
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Thomas Mangold 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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