Rob Moore is a Wealth Portfolio Manager with Nicolet Wealth Management. His experience with investment research, individual/institutional portfolio management and investment oversight for Retirement Plan Services gives him the knowledge to assist clients with their financial needs. Rob is a member of Nicolet’s Investment Committee assisting in portfolio construction as well as the Investment Research Team completing manager due diligence
Rob obtained his Bachelor of Business Administration degree in Accounting from St. Norbert College. He also received his Master of Business Administration degree in Finance from Lakeland University. Rob has his Series 65 and is an Investment Advisor Representative.
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.