Darrick Munsch is a Financial Advisor with Nicolet Wealth Management. He started his career in financial services in 2000 at a large national bank where he assisted clients with various scenarios, including cash management, debt reduction and small business financing. Darrick’s focus is understanding the unique factors that make up a well thought out financial plan.
Darrick lives in the Fox Valley, with his wife Cory, and their two daughters. They enjoy being active in their daughters’ school and in their church. Darrick is Vice President of the Appleton Public Montessori Association, and is a coach of youth sports in the Appleton Parks Department. Family time is spent on their patio.
Darrick currently holds the Series 6, 7, 63 and 66 Securities Licenses as well as Life, Accident & Health Insurance license. Darrick has also earned the Accredited Asset Management Specialist (AAMS ®) designation from the College for Financial Planning.
Investment and insurance products:
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.