Nicolet Advisory Services LLC
Legal Name: NICOLET ADVISORY SERVICES, LLC
Full Contact Details
Nicolet Advisory Services LLC
111 N. WASHINGTON STREET, GREEN BAY, WI
920-430-1400
920-617-5593
Other Info
Nicolet Advisory Services LLC is a Wisconsin-based limited liability company with 25 employees, 23 of which are advisory professionals. Though the number of clients served is unknown, the firm's SEC status is approved, dating back to August 5, 2016.
Wealth Management - Financial Planning | Nicolet National Bank
Nicolet National Bank Wealth Management has helped many people on the way to meet their financial goals. We will do the same for you.
Direct Owners
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ANN KUCHERA LAWSON
CHIEF FINANCIAL OFFICER owns less than 5%
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DAVID ANDREW LOASBY
CHIEF COMPLIANCE OFFICER owns less than 5%
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JASON DANIEL JOHNSON
CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER owns less than 5%
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NICOLET BANKSHARES, INC.
SOLE MEMBER owns 75% or more
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PATRICK JOSEPH MADSON
PRESIDENT owns less than 5%