Anthony Wilhelms is a Financial Advisor with Nicolet Wealth Management. His experience with portfolio management, trust administration and private banking give him the knowledge to assist high-net-worth families and businesses with their financial strategies.
Anthony lives in Neenah with his wife and children. They enjoy family time, outdoor activities and travel.
Anthony obtained undergraduate and graduate degrees from the University of Wisconsin-Milwaukee. He is a CFA Charterholder, CFP® professional and serves as a member of the Bank’s Investment Committee. He is actively involved in the fixed income and equity strategy for the Bank’s clients.
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.