Jason Smerchek is a Trust Officer of Nicolet Wealth Management. Using his 17 years of experience, he assists clients with tailoring their financial plan to help them achieve their goals. His passion is helping clients maneuver through the financial markets by answering questions and finding solutions. He believes in building long lasting relationships with customers.
Jason lives in Marinette with his wife, Karen, and their three children. As a family they enjoy both snow and water skiing, being outdoors and traveling.
Jason is a graduate of the University of Wisconsin-Oshkosh. He has a Bachelor of Science in Economics and Bachelor of Business Administration in Finance and Marketing.
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.