Adam Madson is a Financial Advisor with Nicolet Wealth Management. He began his financial career with a small, independent firm. Now, as part of a larger organization, Adam operates in the best interests of his clients. His years of experience have given him a mindset that is both customer centered and customer driven. Customer commitment and satisfaction are his daily goals.
Adam lives in Suamico with his wife, Carrie, and their two children. Their passions are family, church and the joy of being together and coaching their children’s teams.
Adam graduated from Marquette University in 2003 with a Bachelor of Arts in Broadcast and Electronic Communications. He obtained his Masters of Business Administration from Concordia University in 2011. Adam holds an AIF (Accredited Investment Fiduciary) accreditation. He has been a financial advisor since his graduation, and takes great pride and care in his fiduciary responsibilities to his clients.
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.
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.
Trust services are offered through Nicolet National Bank, a national bank with trust powers.
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.