Darren Grayson is a Financial Advisor with Nicolet Wealth Management. He has over 20 years of experience in the financial services industry. Darren recognizes each client has a unique economic situation and focuses on understanding where his clients fit on the financial spectrum. He believes that personalized service is essential when matching clients with the right products and services.
Darren lives in Kronenwetter with his wife, Bonnie, and their two children. Having grown up in the Wausau area, he is actively involved in the community by coaching youth football and basketball.
Darren graduated from the University of Wisconsin-Milwaukee with a Bachelor of Science in Finance. He holds Series 7 and 66 licenses, as well as Life & Health Insurance licenses. He is dedicated to building financial plans, based on client discourse.
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.