NICOLET ADVISORY SERVICES, LLC
Legal name: NICOLET WEALTH MANAGEMENT
CRD #283940 SEC #801-108012 GREEN BAY, WI 920-430-1400
SEC Registered
Total AUM
$3.8B
Discretionary
$3.8B
Employees
70
Clients
--
Accounts
8,809
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 10
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOBINSKI, JILL, ELIZABETH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BOBINSKI, JILL, ELIZABETH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BOBINSKI, JILL, ELIZABETH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BOBINSKI, JILL, ELIZABETH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BOBINSKI, JILL, ELIZABETH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BOBINSKI, JILL, ELIZABETH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BOBINSKI, JILL, ELIZABETH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| HUFFORD, JOSHUA, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HUFFORD, JOSHUA, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HUFFORD, JOSHUA, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HUFFORD, JOSHUA, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HUFFORD, JOSHUA, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, JASON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, JASON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, JASON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, JASON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, JASON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, JASON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, JASON, DANIEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, JASON, DANIEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, JASON, DANIEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, JASON, DANIEL | I | CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, JASON, DANIEL | I | CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, JASON, DANIEL | I | CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, JASON, DANIEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, JASON, DANIEL | I | CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, JASON, DANIEL | I | CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, JASON, DANIEL | I | CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, JASON, DANIEL | I | CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, JASON, DANIEL | I | CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| LAWSON, ANN, KUCHERA | I | CHIEF FINANCIAL OFFICER | NA | |
| LAWSON, ANN, KUCHERA | I | CHIEF FINANCIAL OFFICER | NA | |
| LAWSON, ANN, KUCHERA | I | CHIEF FINANCIAL OFFICER | NA | |
| LAWSON, ANN, KUCHERA | I | CHIEF FINANCIAL OFFICER | NA | |
| LAWSON, ANN, KUCHERA | I | CHIEF FINANCIAL OFFICER | NA | |
| LAWSON, ANN, KUCHERA | I | CHIEF FINANCIAL OFFICER | NA | |
| LAWSON, ANN, KUCHERA | I | CHIEF FINANCIAL OFFICER | NA | |
| LAWSON, ANN, KUCHERA | I | CHIEF FINANCIAL OFFICER | NA | |
| LAWSON, ANN, KUCHERA | I | CHIEF FINANCIAL OFFICER | NA | |
| LAWSON, ANN, KUCHERA | I | CHIEF FINANCIAL OFFICER | NA | |
| LAWSON, ANN, KUCHERA | I | CHIEF FINANCIAL OFFICER | NA | |
| LAWSON, ANN, KUCHERA | I | CHIEF FINANCIAL OFFICER | NA | |
| LAWSON, ANN, KUCHERA | I | CHIEF FINANCIAL OFFICER | NA | |
| LAWSON, ANN, KUCHERA | I | CHIEF FINANCIAL OFFICER | NA | |
| LAWSON, ANN, KUCHERA | I | CHIEF FINANCIAL OFFICER | NA | |
| LAWSON, ANN, KUCHERA | I | CHIEF FINANCIAL OFFICER | NA | |
| LAWSON, ANN, KUCHERA | I | CHIEF FINANCIAL OFFICER | NA | |
| LAWSON, ANN, KUCHERA | I | CHIEF FINANCIAL OFFICER | NA | |
| LAWSON, ANN, KUCHERA | I | CHIEF FINANCIAL OFFICER | NA | |
| LAWSON, ANN, KUCHERA | I | CHIEF FINANCIAL OFFICER | NA | |
| LAWSON, ANN, KUCHERA | I | CHIEF FINANCIAL OFFICER | NA | |
| LAWSON, ANN, KUCHERA | I | CHIEF FINANCIAL OFFICER | NA | |
| LAWSON, ANN, KUCHERA | I | CHIEF FINANCIAL OFFICER | NA | |
| LAWSON, ANN, KUCHERA | I | CHIEF FINANCIAL OFFICER | NA | |
| LIDDIARD, DENISE, MICHELLE | I | CHIEF OPERATING OFFICER | NA | |
| LIDDIARD, DENISE, MICHELLE | I | CHIEF OPERATING OFFICER | NA | |
| LIDDIARD, DENISE, MICHELLE | I | CHIEF OPERATING OFFICER | NA | |
| LIDDIARD, DENISE, MICHELLE | I | CHIEF OPERATING OFFICER | NA | |
| LIDDIARD, DENISE, MICHELLE | I | CHIEF OPERATING OFFICER | NA | |
| LIDDIARD, DENISE, MICHELLE | I | CHIEF OPERATING OFFICER | NA | |
| LIDDIARD, DENISE, MICHELLE | I | CHIEF OPERATING OFFICER | NA | |
| LIDDIARD, DENISE, MICHELLE | I | CHIEF OPERATING OFFICER | NA | |
| LIDDIARD, DENISE, MICHELLE | I | CHIEF OPERATING OFFICER | NA | |
| LIDDIARD, DENISE, MICHELLE | I | CHIEF OPERATING OFFICER | NA | |
| LOASBY, DAVID, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOASBY, DAVID, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOASBY, DAVID, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOASBY, DAVID, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOASBY, DAVID, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOASBY, DAVID, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOASBY, DAVID, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOASBY, DAVID, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOASBY, DAVID, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOASBY, DAVID, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOASBY, DAVID, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOASBY, DAVID, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOASBY, DAVID, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOASBY, DAVID, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOASBY, DAVID, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOASBY, DAVID, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LONGLAIS, ADAM, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LONGLAIS, ADAM, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LONGLAIS, ADAM, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LONGLAIS, ADAM, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LONGLAIS, ADAM, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LONGLAIS, ADAM, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LONGLAIS, ADAM, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LONGLAIS, ADAM, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LONGLAIS, ADAM, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MADSON, PATRICK, JOSEPH | I | PRESIDENT | NA | |
| MADSON, PATRICK, JOSEPH | I | PRESIDENT | NA | |
| MADSON, PATRICK, JOSEPH | I | PRESIDENT | NA | |
| MADSON, PATRICK, JOSEPH | I | PRESIDENT | NA | |
| MADSON, PATRICK, JOSEPH | I | PRESIDENT | NA | |
| MADSON, PATRICK, JOSEPH | I | PRESIDENT | NA | |
| MADSON, PATRICK, JOSEPH | I | PRESIDENT | NA | |
| MADSON, PATRICK, JOSEPH | I | PRESIDENT | NA | |
| MADSON, PATRICK, JOSEPH | I | PRESIDENT | NA | |
| MADSON, PATRICK, JOSEPH | I | PRESIDENT | NA | |
| MADSON, PATRICK, JOSEPH | I | PRESIDENT | NA | |
| MADSON, PATRICK, JOSEPH | I | PRESIDENT | NA | |
| MADSON, PATRICK, JOSEPH | I | PRESIDENT | NA | |
| MADSON, PATRICK, JOSEPH | I | PRESIDENT | NA | |
| MADSON, PATRICK, JOSEPH | I | PRESIDENT | NA | |
| MADSON, PATRICK, JOSEPH | I | PRESIDENT | NA | |
| MADSON, PATRICK, JOSEPH | I | PRESIDENT | NA | |
| MADSON, PATRICK, JOSEPH | I | PRESIDENT | NA | |
| MADSON, PATRICK, JOSEPH | I | PRESIDENT | NA | Control |
| MADSON, PATRICK, JOSEPH | I | PRESIDENT | NA | Control |
| MADSON, PATRICK, JOSEPH | I | PRESIDENT | NA | Control |
| MADSON, PATRICK, JOSEPH | I | PRESIDENT | NA | Control |
| MADSON, PATRICK, JOSEPH | I | PRESIDENT | NA | Control |
| MADSON, PATRICK, JOSEPH | I | PRESIDENT | NA | Control |
| MADSON, PATRICK, JOSEPH | I | PRESIDENT | NA | Control |
| MADSON, PATRICK, JOSEPH | I | PRESIDENT | NA | Control |
| MADSON, PATRICK, JOSEPH | I | PRESIDENT | NA | Control |
| MAERTZ, ANDREW, JOHN | I | VP, DIRECTOR OF SALES ENABLEMENT & SUPPORT SERVICES | NA | Control |
| Moore, H., Phillip | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Moore, H., Phillip | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Moore, H., Phillip | I | CHIEF FINANCIAL OFFICER | NA | Control |
| THORSON, JOHN, MICHAEL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| NICOLET BANKSHARES, INC. | DE | SOLE MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | SOLE MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | SOLE MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | SOLE MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | SOLE MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | SOLE MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | SOLE MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | SOLE MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | SOLE MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | SOLE MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | SOLE MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | SOLE MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | SOLE MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | SOLE MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | SOLE MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | SOLE MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | SOLE MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | SOLE MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | SOLE MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | SOLE MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | SOLE MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | SOLE MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | SOLE MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | SOLE MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | SOLE MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | SOLE MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | SOLE MEMBER | B | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (23)
AZ CA CO FL IA IL IN LA MI MN MT NC NH NV OH OK SC TN TX UT VA WA WI
Address
111 N. WASHINGTON STREETGREEN BAY, WI 54301
United States
Phone: 920-430-1400