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Darren Lee Grayson

Investment Adviser Representative at Nicolet Wealth Management

Wausau, WICRD #2781049Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Darren Lee Grayson is an investment adviser representative with Nicolet Wealth Management in Wausau, WI, where they have been registered since 2016. They have worked in the securities industry since 2009 and have been registered with 7 firms, including SII Investments, Inc. and Invest Financial Corporation. 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 Michigan, Minnesota, and Wisconsin.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Michigan, Minnesota, Wisconsin
Broker:
13 states and territories

Florida, Iowa, Michigan, Minnesota, Montana, Nevada, North Carolina, Oklahoma, Texas, Vermont, Virginia, Washington, Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/14/2008
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/31/2008

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Nicolet Wealth ManagementCurrent
8/8/2016 – Wausau, WI
SII Investments, Inc.
5/18/2016 – 12/31/2017Medford, WI
Invest Financial Corporation
11/3/2015 – 5/19/2016Eagle River, WI
Cetera Investment Advisers LLC
1/21/2014 – 10/23/2015Green Bay, WI
Cetera Investment Services LLC
8/4/2010 – 1/21/2014Appleton, WI
Equity Design Advisors, LLC
9/2/2009 – 5/12/2010Wausau, WI
Edward Jones
8/27/2008 – 2/20/2009Schofield, WI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Nicolet National Bank
    Oct 2015 – no end date reportedWausau, WI
  2. SII Investments
    May 2016 – Dec 2017Medford, WI
  3. Nicolet Wealth Management, LLC
    Aug 2016 – no end date reportedGreen Bay, WI
  4. Private Client Services
    Jan 2018 – no end date reportedLouisville, KY

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.

Retirement PlanningInvestment ManagementFinancial PlanningInsuranceSocial SecurityWealth Management
Firm areas of expertise
Financial PlanningInvestment ManagementTrust And Fiduciary ServicesRetirement PlanningWealth ManagementRegistered Investment Advisor

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsCharitable OrganizationsState/MunicipalCorporations

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 profile

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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. Darren Lee Grayson 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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