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 children. Sonia is very active with her children’s activities which include football, Boy Scouts, piano lessons and band. Sonia and her daughter are currently training for their Black Belts in karate. In her free time, Sonia enjoys cooking, reading, playing piano, travelling and trying new supper clubs.
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.
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.