Darrick Munsch is a Financial Advisor with Nicolet Wealth Management. He started his career in financial services in 2000 at a large national bank where he assisted clients with various scenarios, including cash management, debt reduction and small business financing. Darrick’s focus is understanding the unique factors that make up a well thought out financial plan.
Darrick lives in the Fox Valley, with his wife Cory, and their two daughters. They enjoy being active in their daughters’ school and in their church. Darrick is Vice President of the Appleton Public Montessori Association, and is a coach of youth sports in the Appleton Parks Department. Family time is spent on their patio.
Darrick currently holds the Series 6, 7, 63 and 66 Securities Licenses as well as Life, Accident & Health Insurance license. Darrick has also earned the Accredited Asset Management Specialist (AAMS ®) designation from the College for Financial Planning.
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.