PJ Madson is the Senior Vice President of Nicolet Wealth Management. Immediately after college graduation, PJ began his finance career as part of an independent advisory firm. In 2016, that firm joined Nicolet National Bank to enhance client services. His years as an independent advisor helped shape his entrepreneurial perspective by understanding the client’s intentions, then building a plan to meet those goals.
He believes in living every day with intention for his clients and his family. He resides in De Pere with his wife, Carrie, and their four children. They enjoy spending time together at various sporting events and traveling as a family.
PJ graduated from Notre Dame de la Baie Academy and the University of Wisconsin-Eau Claire with a Bachelor of Business Administration and Finance. He is a Certified Financial Planner®, holds Series 7, 63, and 66 securities registrations and is licensed in Life and Health Insurance. PJ has been the director of Nicolet Wealth Management since 2016.
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.