Nicolet Wealth Management

Overview

Nicolet Wealth Management is an SEC registered investment adviser based in Green Bay, WI, registered since 2016. It reports $4.3B in assets under management across 9,812 accounts, with 75 employees. It has 46 investment adviser representatives.

Reported AUM

$4.3B

Discretionary

100%

Accounts

9,812

Average account

$438K

Employees

75

Advisory reps

46

Registered since

2016

Jurisdictions

17

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 5

• Patrick Joseph Madson President CRD 4411649
• Adam E Longlais Chief Investment Officer CRD 4205182
• H Phillip Moore Chief Financial Officer CRD 7721368

2 more executive officers, with direct contact details

Advisory reps 3 of 46

• Iryna Barkley Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7796323
• Shannon L Bereza Registered Rep · Investment Adviser Rep CRD 5425932
• Kyle E Brunette Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5088508

43 more advisory reps, with emails, phones and branch locations

Location

Headquarters

111 N Washington St
Green Bay, WI 54301

County

Brown

Metro area

Green Bay, WI

Region

Midwest

Registrations

• SEC registered
• Registered in 17 jurisdictions
• Website: nicoletbank.com/wealth-management

Every state, with registration dates

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