Jordyn Herzog is a Financial Advisor with Nicolet Wealth Management. Jordyn's career began at a global accounting firm in 2016 where she managed corporate financial statement and employee benefit plan audits for private and publicly held corporations. Jordyn earned her Certified Public Accounting ("CPA") designation in 2017. In April of 2022, she transitioned from assisting her corporate clients to helping meet the financial needs of the individuals and families she serves at Nicolet Bank. Jordyn understands the importance of financial planning at any age and embraces each individual’s unique situation.
Jordyn enjoys traveling, baking, crafting, kayaking, and spending time with family and friends.
Jordyn is a 2016 graduate of Carroll University with a Bachelor's Degree in Accounting and a minor in Finance. She holds the Series 65 license.
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.