Jason Smerchek is a Trust Officer of Nicolet Wealth Management. Using his 17 years of experience, he assists clients with tailoring their financial plan to help them achieve their goals. His passion is helping clients maneuver through the financial markets by answering questions and finding solutions. He believes in building long lasting relationships with customers.
Jason lives in Marinette with his wife, Karen, and their three children. As a family they enjoy both snow and water skiing, being outdoors and traveling.
Jason is a graduate of the University of Wisconsin-Oshkosh. He has a Bachelor of Science in Economics and Bachelor of Business Administration in Finance and Marketing.
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.