NW
NICOLET WEALTH MANAGEMENT
SEC RegisteredGREEN BAY, WIhttps://nicoletbank.com/wealth-management920-430-1400
Assets Under Management
$1B–$5B
Employees
75
Office Locations
10 offices
Total Accounts
9812
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingState/Municipal
Services
retirement_planninginvestment_managementfinancial_planninginsurancesocial_securitywealth_management
Who they serve
| 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
Inc. Nicolet Bankshares
SOLE MEMBER
Jason Johnson
CHIEF COMPLIANCE OFFICER
Office locations
10 offices in 2 states
WI
GREEN BAYHQ
WI
MARINETTE
WI
APPLETON
WI
EAU CLAIRE
MI
MARQUETTE
MI
PETOSKEY
WI
STEVENS POINT
WI
STURGEON BAY
WI
WAUSAU
WI
OSHKOSH
Advisors at this firm
12 advisors in the directory
Thomas A Hart
Investment Adviser Representative
Adam James Henningsen
Investment Adviser Representative
Seth Aaron Larreau
Investment Adviser Representative
Adam E Longlais
Investment Adviser Representative
Andrew John Maertz
Investment Adviser Representative
Alexis Rose McCarthy
Investment Adviser Representative
April Marlene Kiehnau Moeller
Investment Adviser Representative
Rachel Ann Patterson
Investment Adviser Representative
Ariel Reque
Investment Adviser Representative
Bridgett A Starr
Investment Adviser Representative
Jason Anthony Strandberg
Investment Adviser Representative
Anthony T Wilhelms
Investment Adviser Representative
Regulatory & compliance
CRD number
#283940
SEC Number
801-108012
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Phone
920-430-1400Find an advisor that fits
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Editorial disclosure
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.