Kyle Brunette is a Financial Advisor with Nicolet Wealth Management. With over 28 years of business experience including accounting, business development, senior management and financial planning, Kyle brings a unique perspective and knowledge in assisting his individual and business clients. Kyle is passionate about getting to know his clients and understanding their needs and desires so he can formulate a financial plan that will meet their specific goals and allow him to provide superior customer service. In his role as a trusted advisor, Kyle is committed to acting in his clients’ best interests.
Kyle and his wife, April, have been together for 27 years. They enjoy spending time with their son Joshua and traveling with their three grandsons. Kyle developed his enthusiasm for travel in his role as an international executive where he had the opportunity to travel to over 29 countries. Kyle believes in giving back to his community and currently serves as the Treasurer of Neighborworks Green Bay.
Kyle graduated from Bay Port High School and the University of Wisconsin-Milwaukee with degrees in Accounting and Finance. Kyle currently holds the Series 6, 7, 63 and 65 Securities Licenses along with his Life, Accident and Health Insurance license.
Investment and insurance products:
Nicolet Wealth Management is a brand name that refers to Nicolet National Bank and certain of its departments and affiliates that provide investment advisory, trust, retirement planning and insurance services.
Advisory products and services offered by Investment Advisor Representatives through Nicolet Advisory Services, LLC., a Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services (PCS), member FINRA/SIPC. Products and services offered are not insured by the FDIC or any other Federal Government Agency, not a deposit or other obligation of, or guaranteed by, any bank or its affiliates, subject to risks including the possible loss of principal amount invested. Private Client Services is not affiliated with Nicolet National Bank, Nicolet Wealth Management, or Nicolet Advisory Services.
Nicolet Advisory Services, LLC, is an investment adviser, registered with the U.S. Securities and Exchange Commission, and an affiliate of Nicolet National Bank. Nicolet Advisory Services, LLC recommends the brokerage and custodial services of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is not affiliated in any way with Nicolet National Bank or its affiliated companies.
Trust services are offered through Nicolet National Bank, a national bank with trust powers. Trust services utilizes SEI Private Trust Company ("SPTC") as its custody provider. SPTC is not affiliated in any way with Nicolet National Bank or its affiliated companies.
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.