Jeremy Bloomfield is a Financial Advisor with Nicolet Wealth Management. Jeremy started his career in financial services in 2015 in retail banking, most recently acting as the Branch Manager of the Marquette Nicolet Bank location. Jeremy is focused on providing full-service client solutions and building lasting relationships with customers and the community.
Jeremy lives in Marquette with his wife, Jessica, and three children. As a family they are involved in several youth sport and enjoy spending as much time outdoors as possible. In his free time Jeremy enjoys running, spending time at the beach, and playing games with the family.
Jeremy currently holds the Series 7, and 66 Securities Licenses as well as Life, Accident & Health Insurance Licenses.
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.