Gestión patrimonial / Equipo de gestión patrimonial / Adam Sitter
Nunca recomendaríamos inversiones que no usaríamos nosotros mismos.
Headshot of Adam Sitter, a financial advisor at Nicolet Bank. Green Bay Downtown
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Adam Sitter Gestor de cartera de patrimonio

Adam Sitter es administrador de cartera en Nicolet Wealth Management. Se unió al equipo de Nicolet Wealth Management en 2018. La experiencia de Adam en investigación de inversiones y gestión de carteras le permite atender a todos los clientes.

Adam se graduó de la Universidad de Wisconsin – Madison en 2018 con una licenciatura en Planificación Financiera. Obtuvo la designación profesional CFP® en 2019 y es un candidato CFA Nivel II.

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 Advisory Services, LLC, is an investment adviser, registered with the U.S. Securities and Exchange Commission, and an affiliate of Nicolet National Bank.

Advisory services offered through Nicolet Advisory Services, LLC, a Registered Investment Advisor. Securities and insurance products offered through Private Client Services ("PCS"), member FINRA/SIPC. PCS is not affiliated with Nicolet National Bank, Nicolet Wealth Management or Nicolet Advisory Services.

Trust services are offered through Nicolet National Bank, a national bank with trust powers.

Past market activity is not indicative of future results, and changes in any assumptions may have a material effect on projected outcomes. Investing in securities entails risk, and the potential for losing money always exists when investing in securities. Asset allocation, rebalancing, and asset diversification will not ensure account protection in a declining market, and cannot be relied upon to enhance gains in a rising market.

Neither Nicolet Advisory Services nor its affiliates offer tax or legal advice. Investors should consult with their legal and tax professionals before making investment decisions.