What Does Nicolet Wealth Management Do?

Total employees50
HeadquartersGreen Bay
Founded2000

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.

Where Is Nicolet Wealth Management's Headquarters?

Nicolet Wealth Management officeNicolet Wealth Management officeNicolet Wealth Management officeNicolet Wealth Management office
*Images sourced via web search. Rights belong to original owners

HQ Function

Serves as the central hub for financial planning, investment management, and wealth advisory services. Key decision-making and administrative functions are likely based here.

Notable Features:

The headquarters is located within the Nicolet National Bank building, which offers a modern and professional environment for clients and employees.

Work Culture:

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.

HQ Significance:

The headquarters establishes Nicolet Wealth Management's presence in the Green Bay community and allows for close collaboration with Nicolet National Bank, its affiliate.

Values Reflected in HQ: The location within a prominent bank building reflects values of stability, trustworthiness, and financial expertise.

Location:

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.

Street Address:

111 N Washington St

City:

Green Bay

State/Province:

WI

Country:

USA

Where Else Does Nicolet Wealth Management Operate Around the World?

Appleton, WI

Address: 110 W College Ave, Appleton, WI 54911

Expands Nicolet Wealth Management's reach within Northeast Wisconsin, serving a broader client base.

Wausau, WI

Address: 400 Scott Street, Wausau, WI 54403

Expands Nicolet Wealth Management's reach within Central Wisconsin, serving a broader client base.

Buying Intent Signals for Nicolet Wealth Management

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Nicolet Wealth Management? Meet the Executive Team

As of April 2025, Nicolet Wealth Management' leadership includes:

Mike Stecz - President

Who's Investing in Nicolet Wealth Management?

Nicolet Wealth Management has been backed by several prominent investors over the years, including:

Nicolet National Bank

What Leadership Changes Has Nicolet Wealth Management Seen Recently?

Hire0
Exits0

Information regarding executive hires/exits is not readily available. Conducting more intensive research would be needed.

What Technology (Tech Stack) Is Used byNicolet Wealth Management?

Discover the tools Nicolet Wealth Management uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Nicolet Wealth Management Email Formats and Examples

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

What's the Latest News About Nicolet Wealth Management?

WisconsinInno • 2023-08-21

Nicolet National Bank to acquire Green Bay-based Farmers Exchange Bank

Nicolet National Bank plans to acquire Farmers Exchange Bank of Neshonoc, WI, pending regulatory and shareholder approval....more

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