Jake Dinkel is a Financial Advisor with Nicolet Wealth Management. Jake joined the Wealth Management team in May 2018. Jake is based out of Nicolet’s downtown location, but is also part of the Fox Valley team. He is client driven and focused on assisting his customers achieve their financial goals.
Jake lives in West De Pere. He enjoys golf, baseball and Packers football.
Jake graduated from the University of Wisconsin-Stevens Point, with a Bachelor’s Degree in Finance, Insurance and Real Estate. He holds Series 7 and 66 licenses, as well as being licensed in Life Insurance. Jake is committed to building lasting and successful relationships with 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.