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Adam Michael Madson

21 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
2463 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

Fee Structure

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Location

440 South Washington, Green Bay, WI, 54301

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Adam works as an investment advisory representative at Nicolet Advisory Services, LLC. This occupies nearly all of his time.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
November 2023 - Present · 2 yrs 3 mos
Robert W. Baird & CO. IncorporatedBroker
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Private Client Services, LLCBroker
January 2018 - November 2023 · 5 yrs 10 mos
Nicolet Wealth Management
August 2016 - November 2023 · 7 yrs 3 mos
Sii Investments, INC.
August 2004 - December 2017 · 13 yrs 4 mos
Sii Investments, INC.Broker
June 2004 - December 2017 · 13 yrs 6 mos
State Registrations17 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.