NICOLET ADVISORY SERVICES, LLC of GREEN BAY, WI is an SEC-registered investment adviser (CRD 283940). Regulatory assets under management: $4.3B.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Johnson D Daniel | CHIEF INVESTMENT OFFICER; CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER | Yorba Linda, CA |
| Patrick Joseph Madson | PRESIDENT | — |
| Adam E Longlais | CHIEF INVESTMENT OFFICER | — |
| Joshua M Hufford | CHIEF COMPLIANCE OFFICER | — |
| H. Phillip Moore | CHIEF FINANCIAL OFFICER | GREEN BAY, WI |
| Andrew John Maertz | VP, DIRECTOR OF SALES ENABLEMENT & SUPPORT SERVICES | — |
| LOASBY DAVID ANDREW | CHIEF COMPLIANCE OFFICER | — |
| MADSON PATRICK JOSEPH | PRESIDENT | — |
| JOHNSON JASON | CHIEF COMPLIANCE OFFICER | — |
| LAWSON ANN KUCHERA | CHIEF FINANCIAL OFFICER | — |
| LIDDIARD DENISE MICHELLE | CHIEF OPERATING OFFICER | — |
| BOBINSKI JILL ELIZABETH | CHIEF OPERATIONS OFFICER | — |
| LONGLAIS ADAM E | CHIEF INVESTMENT OFFICER | — |
| HUFFORD JOSHUA M | CHIEF COMPLIANCE OFFICER | — |
| Moore H Phillip | CHIEF FINANCIAL OFFICER | — |
| THORSON JOHN MICHAEL | CHIEF OPERATIONS OFFICER | — |
Showing 15 of 24 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| APPLETON | WI | 4 | 920-731-4440 |
| APPLETON | WI | 4 | 920-731-4440 |
| STURGEON BAY | WI | 2 | 920-743-5551 |
| EAU CLAIRE | WI | 2 | 715-832-4254 |
| STURGEON BAY | WI | 2 | 920-743-5551 |
| EAU CLAIRE | WI | 2 | 715-832-4254 |
| SISTER BAY | WI | 1 | 920-854-2326 |
| WEST DES MOINES | IA | 1 | 515-706-5570 |
| STILLWATER | MN | 1 | 651-439-3050 |
| DUBUQUE | IA | 1 | 563-582-1841 |
| MARINETTE | WI | 1 | 715-732-2600 |
| MARQUETTE | MI | 1 | 906-226-5000 |
| PETOSKEY | MI | 1 | 800-369-0226 |
| STEVENS POINT | WI | 1 | 715-254-3400 |
| SISTER BAY | WI | 1 | 920-854-2326 |