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 businesses?
- Will office and retail demand ever recover?
- Who is investing in commercial real estate – local or national?
- Are there any changes (proposed or enacted) to real estate taxes/laws?
Investment and insurance products:
Are Not FDIC Insured
May Lose Value
Are Not Bank Guaranteed
Are Not Deposits
Are Not Guaranteed by Any Federal Government Entity
Are Not a Condition to Any Banking
Service or Activity
Nicolet Wealth Management is a brand name that refers to Nicolet National Bank and certain of its departments and affiliates that provide investment advisory, trust, retirement planning and insurance services.
Nicolet Advisory Services, LLC, is an investment adviser, registered with the U.S. Securities and Exchange Commission, and an affiliate of Nicolet National Bank. Nicolet Advisory Services, LLC recommends the brokerage and custodial services of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is not affiliated in any way with Nicolet National Bank or its affiliated companies.
Trust services are offered through Nicolet National Bank, a national bank with trust powers. Trust services utilizes SEI Private Trust Company (SPTC) as its custody provider. SPTC is not affiliated in any way with Nicolet National Bank or its affiliated companies.