AdFi
PJ

Patrick Joseph Madson

Investment Adviser Representative at NICOLET WEALTH MANAGEMENT

Green Bay, WICRD #4411649Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
States Registered
12 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 12 states
ArizonaArkansasCaliforniaFloridaIllinoisIndianaMichiganMinnesotaSouth CarolinaTexasWashingtonWisconsin
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 7/16/2003
Series 63
Uniform Securities Agent State Law Examination
Passed 1/18/2002
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 1/27/2003

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.

NICOLET WEALTH MANAGEMENTCurrent
12/19/2017Green Bay, WI
SII INVESTMENTS, INC.
1/29/200312/31/2017Green Bay, WI

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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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. Patrick Joseph Madson 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.

Patrick Joseph Madson - Financial Advisor in Green Bay, WI | AdvisorFinder