Steve Farone is a Financial Advisor with Nicolet Wealth Management. Steve began his career developing an extensive background in retail general management. This has naturally positioned Steve to be customer-driven and focused. He is interested in long-term customer relationships and works closely with his clients to tailor a program that is unique to each financial situation.
Steve lives in Green Bay with his wife, Ann, and their seven children. Their family, their faith and their community are their passion. Steve and his wife enjoy being involved in their children’s school activities.
Steve graduated from the University of Minnesota in 2000 with a Bachelor of Science in Applied Economics and a minor in Finance. Steve holds the Accredited Investment Fiduciary® (AIF®) designation. His philosophy is that no two investors are alike; investing and wealth management are very personal, goal-oriented and require regular review of strategy.
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.