Emily Schiltz is a Financial Advisor with Nicolet Wealth Management. Emily joined the Nicolet Wealth Management team in 2021. She makes it her personal mission to listen closely and fully understand her client’s goals and objectives. Emily focuses on the best interest of every client and enjoys building comprehensive financial solutions as well as long-lasting relationships.
Emily is originally from Luxemburg, WI and currently lives in Green Bay. She enjoys spending time at her family’s cottage in Door County, watching her sister play college basketball, and traveling with friends and family.
Emily graduated from St. Norbert College in 2020 with a Bachelor’s Degree in Business Administration with an emphasis in Marketing, and a minor in Communication. She holds Series 7 and 66 licenses, as well as being licensed in Life and Health Insurance.
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.