Non-deposit products: Are not FDIC insured; Are not deposits; May lose value.
Wealth Management / Meet our Team / Jeff Menne
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Jeff Menne Golden Valley
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Jeff Menne, CFA VP Portfolio Manager

Jeff Menne is VP Portfolio Manager for Nicolet Wealth Management. He has over 30 years of experience in the investment management industry working with families, non-profits, and endowments to help them meet their financial goals. In addition to working with clients, Jeff serves as a member of the Nicolet Wealth Management Investment Committee. 

Prior to joining Nicolet, Jeff managed investment portfolios for families and institutions at Huntington Private Bank and other organizations. He holds a BA in Political Science from the University of Minnesota, an MBA from the Carlson School of Management, and has earned the right to use the Chartered Financial Analyst (CFA) designation. 

Jeff lives in St. Louis Park. When not at work, he enjoys gardening, reading, snowboarding, and riding his motorcycle.

Investment and insurance products are subject to risks, including possible loss of principal, and are:
• NOT FDIC insured  • NOT insured by any federal government agency
• NEITHER deposits or other obligations of, NOR guaranteed by, Nicolet National Bank or any of its affiliates.

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 and retirement plan level services 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.