Logan James Dorner
Investment Adviser Representative at Nicolet Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Logan James Dorner is an investment adviser representative with Nicolet Wealth Management in Green Bay, WI, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with Pruco Securities, LLC. 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.
Office
Advisors at this office: 23
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Wisconsin
- Broker:
1 state or territory
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.
- Pruco Securities LLCFeb 2024 – Jun 2024Wauwatosa, WI
- The BarNov 2019 – Aug 2020Green Bay, WI
- Springview LandscapingMay 2021 – Aug 2021Green bay, WI
- Englebert Training Systems (ETS)Jan 2023 – Apr 2023Green Bay, WI
- Englebert Training Systems (ETS)Mar 2024 – May 2024Green Bay, WI
- Unemployed - Middle/High school studentJan 2014 – Nov 2019Green Bay, WI
- Unemployed - Full time college studentAug 2020 – May 2021De Pere, WI
- Full time studentAug 2021 – May 2022De Pere, WI
- Sprinview LandscapingMay 2022 – Aug 2022Green Bay, WI
- Full time studentAug 2022 – Dec 2022De Pere, WI
- Springview LandscpaingMay 2023 – Aug 2023Green Bay, WI
- Full time studentAug 2023 – Dec 2023De Pere, WI
- Sprinview LandscapeMay 2024 – Oct 2024Green Bay, WI
- Nicolet Wealth ManagementNov 2024 – no end date reportedGreen Bay, WI
- Private Client ServicesNov 2024 – no end date reportedGreen Bay, 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. Logan James Dorner 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.
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