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Parker Daniel Olson

Investment Adviser Representative at Nicolet Wealth Management

Green Bay, WICRD #7969237Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
2

Professional summary

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

Parker Daniel Olson is an investment adviser representative with Nicolet Wealth Management in Green Bay, WI, where they have been registered since 2024, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in Wisconsin.

Office

111 N. Washington Street
Green Bay, WI 54301

Advisors at this office: 23

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Wisconsin

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

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/5/2024
SIE
Securities Industry Essentials Examination
Passed 6/10/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Nicolet Wealth ManagementCurrent
8/7/2024 – Green Bay, 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. PDQ Car Wash
    May 2019 – Aug 2019Ashwaubenon, WI
  2. IBEW Local 158
    May 2020 – Aug 2020Green Bay, WI
  3. Festival Foods
    May 2018 – May 2021DePere, WI
  4. University of Wisconsin - LaCrosse
    Sep 2020 – May 2024LaCrosse, WI
  5. Green Bay Booyah
    May 2021 – Aug 2021Green Bay, WI
  6. Subway
    Jun 2021 – Aug 2021Ashwaubenon, WI
  7. Forte Composites Inc
    May 2022 – Jan 2023DePere, WI
  8. Jewelers Mutual Group
    May 2023 – Aug 2023Neenah, WI
  9. Festival Foods
    Sep 2022 – May 2024LaCrosse, WI
  10. Nicolet Wealth Management
    May 2024 – no end date reportedGreen Bay, WI
  11. Notre Dame Academy
    Sep 2016 – May 2020Green Bay, WI

Official records & sources

Data as of August 9, 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

Other advisors at Nicolet Wealth Management

Showing 12 of 50 in the directory

View Nicolet Wealth Management 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. Parker Daniel Olson 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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