Darrick Munsch is a Vice President Financial Advisor with Nicolet Wealth Management, where he brings over two decades of experience in financial planning and asset management. He is committed to providing customized financial solutions to help his clients achieve their unique financial goals. Darrick takes a holistic approach to financial planning, considering all aspects of his clients’ financial lives as he helps his clients to and through retirement.
Darrick lives in the Fox Valley with his two daughters, where he is actively involved in the community. He serves on the board of directors for Evergreen Foundation, Inc. He also served as Vice President of Appleton Public Montessori Association for three years and enjoys volunteering with local non-profit organizations and his church. Darrick has a passion for mentoring young professionals in the financial service industry and, in his free time, he enjoys family time on his patio or cheering on his daughters at volleyball.
Darrick currently holds the Series 6, 7, 63 and 66 Securities Licenses as well as Life, Accident, and Health Insurance Licenses. Darrick has also earned the Accredited Asset Management Specialist (AAMS ®) designation from the College for Financial Planning.
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.