What departments does Nicolet Wealth Management have?

Nicolet Wealth Management has employees across 2 departments including Customer Success, Banking.

What is the largest department at Nicolet Wealth Management?

The largest department at Nicolet Wealth Management is Customer Success with 1 employees.

Where are Nicolet Wealth Management employees located globally?

Nicolet Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has Nicolet Wealth Management's team size changed over time?

Nicolet Wealth Management's team has grown from approximately 23 to 27 employees based on available data.

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Nicolet Wealth Management Employee Directory

Financial ServicesWisconsin, United States11-50 Employees

Nicolet Wealth Management operates within the financial services sector from Green Bay, Wisconsin. It delivers wealth-management services through affiliated entities, including investment advisory services via Nicolet Advisory Services, LLC, and securities and insurance products through Private Client Services, with trust services provided by Nicolet National Bank.

Investment products come with standard risk disclosures, noting they are not FDIC insured, may lose value, and are not guaranteed by the government or the bank. PCS, which distributes securities and insurance products, is not affiliated with Nicolet National Bank, Nicolet Wealth Management, or Nicolet Advisory Services. In February 2026, the parent bank completed the acquisition of MidWest One Financial Group, expanding its branch network.

Nicolet Wealth Management Global Highlights

North America
45

United States Of America
45

Nicolet Wealth Management's Leadership

B. N.
President Managing Principal
Mobile Phone
Email
P. M.
Senior Vice President
Mobile Phone
Email
A. S.
Customer Service; Manager
Mobile Phone
Email
H. B.
Senior Client Service Associate
Mobile Phone
Email
E. M.
Financial Advisor
Mobile Phone
Email

Nicolet Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Legal
Consultant
Accounting
Other
Finance

Contact profiles from Nicolet Wealth Management

Name

Title

Contact

Location

Last Update

B. N.
President Managing Principal
Mobile Phone
Email
Oct 22, 2024
P. M.
Senior Vice President
Mobile Phone
Email
Jun 24, 2024
A. S.
Customer Service; Manager
Mobile Phone
Email
Oct 16, 2024
H. B.
Senior Client Service Associate
Mobile Phone
Email
Jun 30, 2026
E. M.
Financial Advisor
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Nicolet Wealth Management known for?

Nicolet Wealth Management was founded in 2000 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-715-822-****

. Explore Nicolet Wealth Management's company overview page for more information.

What is Nicolet Wealth Management's most common email format?

Nicolet Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Nicolet Wealth Management email formats with LeadIQ.

How many employees does Nicolet Wealth Management have currently?

Nicolet Wealth Management has approximately 33 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Nicolet Wealth Management's key employees and leadership?

As of July 2026, Nicolet Wealth Management's key employees include:

President Managing Principal: B. N.
Senior Vice President: P. M.
Customer Service; Manager: A. S.
Senior Client Service Associate: H. B.
Financial Advisor: E. M.

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Nicolet Wealth Management Employee Directory

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