Tailored investment solutions for every life stage.

What stage are you in?

In addition to expert guidance, benefit from a consolidated view of your assets in our mobile and online investment app.

Early Investor

Start planning and saving early. Learn the fundamentals. We can help make it easy and cost efficient. The most important aspect at this stage is to start.

  • Automated Portfolio Investing
  • IRA's
  • Financial Planning
  • Savings

Life Changes

Life is guaranteed to change; marriage, children, job changes, relocation.

  • College savings
  • IRA's
  • Mutual funds
  • Equities

Seasoned Investor

You have worked hard to accumulate assets. Now, prepare for the next steps in your life. Retirement planning, consolidating retirement assets, sale of business, trust and estate planning.

  • Automated-portfolio investing
  • Rollover guidance
  • Mutual funds
  • Financial planning
  • Trust and estate planning

Reference Documents


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. 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.

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.