Jacob (Jake) Dinkel, CFP®, is a seasoned financial planner with a noteworthy tenure with Nicolet Wealth Management. Holding both Series 7 and Series 66 licenses, he exhibits a profound understanding of investment management and financial planning. Jake's dedication to his field is exemplified by his achievement as a CFP® practitioner, reflecting his commitment to upholding the highest standards of professionalism in serving clients. Jake builds robust and enduring relationships with clients using a team approach. He emphasizes trust and delivers personalized financial strategies. Beyond his financial acumen, Jake is also an avid football enthusiast who finds solace in outdoor activities.
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.