# NICOLET ADVISORY SERVICES, LLC

NICOLET ADVISORY SERVICES, LLC of GREEN BAY, WI is an SEC-registered investment adviser.

## Registration

- CRD: 283940
- Type: SEC-registered investment adviser
- SEC file number: 801-108012
- Location: 111 N. WASHINGTON STREET, GREEN BAY, WI, 54301
- Phone: 920-430-1400
- Latest filing: 2026-03-31
- Regulatory AUM: $4.3B
- Discretionary AUM: $4.3B
- Non-discretionary AUM: $1.6M
- Clients: 75
- Accounts: 9,812

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (16)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/283940/brochure
- Similar advisers: https://search.stillhousedata.com/firm/283940/similar
- Related entities: https://search.stillhousedata.com/firm/283940/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/283940

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.