Alison Walker is a Financial Advisor with Nicolet Wealth Management. Alison began her career in the financial services industry in 2002. She takes great pride in a high level of customer service and truly values her solid client relationships. Alison works closely with her clients to assist them in achieving their financial goals.
Alison is a graduate of the University of Wisconsin-Green Bay and is an active alumna. She and her husband Nick live in Door County, where they enjoy camping, are avid Packer fans and devoted pet owners. Alison serves her community and has sat on many local boards, including United Way of Door County, the Door County Humane Society, the Sturgeon Bay Yacht Club and the Door County Maritime Museum.
Alison holds an Accredited Asset Management Specialist (AAMS) designation and focuses on assisting clients in creating a portfolio that is tailored to their specific investing needs.
Investment and insurance products:
Nicolet Wealth Management is a brand name that refers to Nicolet National Bank and certain of its departments and affiliates that provide investment advisory, trust, retirement planning and insurance services.
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.
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.
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.