PJ Madson is the Senior Vice President of Nicolet Wealth Management. Immediately after college graduation, PJ began his finance career as part of an independent advisory firm. In 2016, that firm joined Nicolet National Bank to enhance client services. His years as an independent advisor helped shape his entrepreneurial perspective by understanding the client’s intentions, then building a plan to meet those goals.
He believes in living every day with intention for his clients and his family. He resides in De Pere with his wife, Carrie, and their four children. They enjoy spending time together at various sporting events and traveling as a family.
PJ graduated from Notre Dame de la Baie Academy and the University of Wisconsin-Eau Claire with a Bachelor of Business Administration and Finance. He is a Certified Financial Planner®, holds Series 7, 63, and 66 securities registrations and is licensed in Life and Health Insurance. PJ has been the director of Nicolet Wealth Management since 2016.
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.