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 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.