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 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 products and services offered by Investment Advisor Representatives through Nicolet Advisory Services, LLC., a Registered Investment Advisor. Securities offered by Registered Representatives 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 principal amount invested. Private Client Services 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.