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. 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 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.