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Nicolet Wealth Management provides financial planning and investment management services to individuals, families, and institutions. They focus on building long-term relationships with clients, understanding their financial goals, and developing customized strategies to help them achieve those goals. They are affiliated with Nicolet National Bank but operate as a distinct entity.
Serves as the central hub for financial planning, investment management, and wealth advisory services. Key decision-making and administrative functions are likely based here.
The headquarters is located within the Nicolet National Bank building, which offers a modern and professional environment for clients and employees.
Likely a collaborative and client-focused environment, reflecting the company's emphasis on building strong relationships. Expect a professional atmosphere with an emphasis on accuracy and ethical practices.
The headquarters establishes Nicolet Wealth Management's presence in the Green Bay community and allows for close collaboration with Nicolet National Bank, its affiliate.
While Nicolet Wealth Management's physical presence is primarily regional, its investment strategies may involve global markets. Functions supported globally include: investment research, portfolio diversification, and access to international investment opportunities through various financial instruments.
111 N Washington St
Green Bay
WI
USA
Address: 110 W College Ave, Appleton, WI 54911
Expands Nicolet Wealth Management's reach within Northeast Wisconsin, serving a broader client base.
Address: 400 Scott Street, Wausau, WI 54403
Expands Nicolet Wealth Management's reach within Central Wisconsin, serving a broader client base.
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As of April 2025, Nicolet Wealth Management' leadership includes:
Nicolet Wealth Management has been backed by several prominent investors over the years, including:
Information regarding executive hires/exits is not readily available. Conducting more intensive research would be needed.
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Nicolet Wealth Management typically uses a combination of first name and last name or first initial and last name for their email addresses.
[firstname].[lastname]@nicoletbank.com
Format
john.doe@nicoletbank.com
Example
80%
Success rate
WisconsinInno • 2023-08-21
Nicolet National Bank plans to acquire Farmers Exchange Bank of Neshonoc, WI, pending regulatory and shareholder approval....more
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