Jake Dinkel is a Financial Advisor with Nicolet Wealth Management. Jake joined the Wealth Management team in May 2018. Jake is based out of Nicolet’s downtown location, but is also part of the Fox Valley team. He is client driven and focused on assisting his customers achieve their financial goals.
Jake lives in West De Pere. He enjoys golf, baseball and Packers football.
Jake graduated from the University of Wisconsin-Stevens Point, with a Bachelor’s Degree in Finance, Insurance and Real Estate. He holds Series 7 and 66 licenses, as well as being licensed in Life Insurance. Jake is committed to building lasting and successful relationships with clients.
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.