We would never recommend investments that we wouldn't use ourselves.
Jacob (JT) Crosby Green Bay Downtown
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Jacob (JT) Crosby Financial Advisor

JT Crosby is a Financial Advisor with Nicolet Wealth Management. JT joined the Nicolet Wealth Management team in early 2018. He is proud to work in and serve the Green Bay community and focuses on establishing solid and productive working relationships with his clients.

JT lives with his wife, Dana, in Hobart. They enjoy outdoor activities including golf, cross country skiing and hiking.

JT is a 2017 graduate of St. Norbert College with a Bachelors of Science in Business. He holds series 7 and 66 licenses, as well as being licensed in Life Insurance.

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.