NICOLET WEALTH MANAGEMENT
SEC RegisteredWealth Management starts with a conversation.
About the firm
Nicolet Bank was formed to challenge the status quo, believing in Real People having Real Conversations as the start of a Real relationship. The firm operates with complete transparency and follows its own advice, recommending only investments it would use itself. Nicolet Advisory Services, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission and an affiliate of Nicolet National Bank.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning, Investment Management, Trust & Fiduciary Services, Retirement Planning (including calculators and tools), and Select Service Team investing solutions.
Who they serve
People seeking to meet their financial goals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 3,179 | $741M |
| High Net Worth Individuals | 612 | $2.1B |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 17 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
50 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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. NICOLET WEALTH MANAGEMENT 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 the SEC or FINRA websites before making any decision.