Wealth Management

Why Nicolet National Bank Wealth Management

Nicolet Bank was formed to challenge the status quo.  We believe in Real People having Real Conversations as the start of a Real relationship.

We challenge the status quo through complete transparency and by following our own advice. We would never recommend investments that we wouldn’t use ourselves. We use words like Responsive, Personal, Memorable and back it up with actions.

We have helped many people on the way to meet their financial goals.  We will do the same for you.



To view Nicolet Advisory, LLC disclosure brochure, click here.

To view Nicolet Advisory, LLC privacy policy, click here.


Advisory services offered through Nicolet Advisory Services, LLC, a Registered Investment Advisor.  Securities and insurance offered through Private Client Services (“PCS”), member FINRA/SIPC.  Products and services offered are *not insured by the FDIC or any other Federal Government Agency, *not a deposit or other obligation of, or guaranteed by, any bank or its affiliates, *subject to risks including the possible loss of principle amount invested.  PCS is not affiliated with Nicolet National Bank, Nicolet Wealth Management or Nicolet Advisory Services.

“TD Ameritrade, Inc. is the firm that we use to custody our client assets. TD Ameritrade and Nicolet Advisory Services, LLC, are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.






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