Anthony T Wilhelms

CFA

Nicolet Wealth Management

13 Years of Experience

View SEC Summary

Areas of Practice

Retirement PlanningInvestment Management

Nicolet Wealth Management

Compensation

Fee-Only (AUM)

Firm Size

34 advisors

Number of Clients

3,885 clients

Average Client Portfolio

$991K average

Assets Under Management

$3.8B

Fee Structure

Financial Planning:Investment management only

Location

111 N. Washington Street, 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.

Other Business Activities

Anthony works as a financial advisor representative at Nicolet Advisory Services, LLC, dedicating nearly full-time hours to this role. He also owns rental properties, which are not investment-related.