Nicolet Wealth Management. Real People. Real Conversations. Featuring Mike Steppe and Adam Longlas. Recording from March 26, 2021

Conversation with Mike Steppe, Adam Longlais, and Anthony Wilhelms

 In this conversation with Adam Longlais, CFA, CAIA,  Senior Investment Officer at Nicolet Wealth Management and Mike Steppe, CFA, Chief Investment Officer at Nicolet National Bank, hosted by Anthony Wilhelms, CFA, CFP®  topics included: What is Robinhood and why is it getting so much traction? What is a meme stock and what influence does …

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Nicolet National Bank Webinar Series

Nicolet Wealth Management Webinar Series

Adam Longlais, CFA, CAIA,  Senior Investment Officer at Nicolet Wealth Management and Mike Steppe, CFA, Chief Investment Officer at Nicolet National Bank March 26, 2021 – Anthony Wilhelms, CFA, CFP®  hosts a conversation about Robinhood, meme stocks, special purpose acquisition companies, cryptocurrency and more. Watch Video Joe Kiedinger, CEO of Prophit Company and Chris Dimmer, SVP Retail …

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Joe Kiedinger

Conversation about Leadership with Joe Kiedinger and Chris Dimmer

 In this conversation hosted by Anthony Wilhelms, CFA, CFP®, Joe Kiedinger, CEO of Prophit Company and Chris Dimmer, SVP Retail and Private Banking Manager at Nicolet National Bank discussed: • How has leadership changed with more people working from home? • What is servant leadership and how does it apply to business? • How …

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Stimulus and Vaccinations (Nicolet Wealth Management Market Update)

Nicolet Wealth Management Market Update. Thank you for your continued confidence and trust in Nicolet. The S&P 500 Index has now gained over 75% since the current equity market cycle started 11 months ago. We are now experiencing the strongest bull equity market since 1932, when the market rallied off the Great Depression lows. Perhaps, …

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Anthony Wilhelms, Mike Steppe, and Adam Longlais

Economic Outlook for 2021 from Nicolet Wealth Management

In this conversation hosted by Anthony Wilhelms, CFA, CFP®, Mike Steppe, CFA, Chief Investment Officer at Nicolet National Bank, and Adam Longlais, CFA, CAIA, Senior Investment Officer at Nicolet Wealth Management discuss the economic outlook for 2021. More Webinars   Investment and insurance products: – Are Not FDIC Insured – May Lose Value – Are …

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Ann Franz

A Conversation with Ann Franz, Executive Director of the NEW Manufacturing Alliance

 Ann Franz, Executive Director of the NEW Manufacturing Alliance and Mike Vogel, SVP Commercial Banking Manager at Nicolet National Bank, were our guests at this conversation hosted by Anthony Wilhelms, CFA, CFP®. Topics included: What trends are we seeing in manufacturing and business in Wisconsin? How has the stimulus and Paycheck Protection Program affected Wisconsin …

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Manny Vasquez

Manny Vasquez, VP Business Development at NAI Pfefferle Companies

 Manny Vasquez, VP Business Development at NAI Pfefferle Companies and Mike Steppe, SVP Chief Investment Officer at Nicolet National Bank are guests of the Nicolet Wealth Management webinar hosted by Anthony Wilhelms, CFA, CFP®. Topics include: Are the real estate needs of businesses changing? Does Northeast WI have the right real estate to attract …

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Bob Olson: Fraud Awareness - Protect your Mail

Fraud Awareness – Protecting Your Personal Mail

 Don’t put cash, gift cards, or paper checks in your mailbox. Bob Olson, Appleton-Calumet St. Branch Manager warns that fraudsters are stealing mail in the area for their own personal use. The U.S. Postal Service reaches every home and business in the country. The vast majority of the mail it delivers arrives in tact, …

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Mike Daniels

Mike Daniels, President and CEO of Nicolet National Bank, 2021 Conversation

Mike Daniels, President and CEO of Nicolet National Bank joins the Nicolet Wealth Management webinar to discuss: • Leading an organization through an unprecedented time • How banking (and business) will change in 2021 • How have his thoughts about success changed since co-founding the bank in 2000 • What is Nicolet doing to help …

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