Adam Longlais is a Vice President and Senior Investment Officer of Nicolet Wealth Management. Adam has 20 years of experience in identifying attractive investment opportunities in various capital markets. He has a wide ranging scope of experience encompassing investment research, portfolio construction, and trading at various leading financial institutions. Adam leads the Nicolet Wealth Management Investment Committee, and by doing so, is able to serve all clients.
Adam lives in De Pere with his wife and two children. They enjoy family time and are involved in various outdoor activities.
Adam received his BBA in Finance from the Lubar School of Business at the University of Wisconsin-Milwaukee, and an MBA in Finance and Accounting from the Kelley School of Business at Indiana University. He holds both CFA and CAIA professional designations. He enjoys solving complex financial situations with practical portfolio solutions.
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.