Oshkosh
Sonia Wasniak-Bohn Financial Advisor
Sonia Wasniak-Bohn is a Financial Advisor with Nicolet Wealth Management. She started her career in financial services in 1998. She prides herself with the relationships she develops with her clients. Her focus is to understand her client's full financial picture and to offer options and solutions that match her client's financial goals.
Sonia lives in Berlin with her husband, Dan, and their 3 children. Sonia is very active with her family. Sonia and her daughter recently earned their Black Belts in Karate and Sonia is currently working on her 2nd degree Black Belt. In her free time, Sonia enjoys yoga, karate, cooking, baking, reading, playing piano, travel, and supper clubbing.
Sonia graduated from the University of Wisconsin Oshkosh with a Finance Major. Sonia currently holds the Series 6, 7, 63 and 66 Securities Licenses as well as Life, Accident & Health Insurance license. Sonia also has earned the Chartered Retirement Planning Counselor (CRPC®) designation from the College of Financial Planning.
Investment and insurance products:
- Are Not FDIC Insured
- May Lose Value
- Are Not Bank Guaranteed
- Are Not Deposits Are Not Guaranteed by Any Federal Government Entity
- Are Not a Condition to Any Banking Service or Activity
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.
