Peter Hoeft is a Vice President and Trust Officer of Nicolet Wealth Management. Peter’s career reflects 30 years of trust company experience in both estate planning and trust administration. Peter joined Nicolet National Bank in May 2014 following many years as a trust advisor at other banks in the Green Bay area. Prior to trust administration work he spent several years in private law practice with an emphasis in trust and estate planning. Peter has a personal approach with his clients and their situations and values the feelings of mutual respect, built from these relationships.
Pete and his wife, Lee, live in Green Bay. They have 5 children and 4 grandchildren. Family time centers on a wide range of exercise along with relaxing at a family cottage.
Pete obtained both his Bachelors of Science degree in Finance and Juris Doctorate degree from Marquette University. He is also a Certified Trust Counselor from the National Graduate Trust School in Chicago and was an initial member of the Brown County Estate Planning Forum.
Investment and insurance products:
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.
Past market activity is not indicative of future results, and changes in any assumptions may have a material effect on projected outcomes. Investing in securities entails risk, and the potential for losing money always exists when investing in securities. Asset allocation, rebalancing, and asset diversification will not ensure account protection in a declining market, and cannot be relied upon to enhance gains in a rising market.
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.