Sam Scheer is a Financial Advisor with Nicolet Wealth Management. He joined the Nicolet Wealth Management team in 2021. Sam is focused on creating and maintaining long term relationships with his clients and helping them achieve their financial and personal goals.
Sam graduated from the University of Wisconsin-Milwaukee in 2019 with a Bachelor of Arts in Business Administration with a Finance Emphasis. Sam currently holds the Series 7 and 66 Securities 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.