AM
AM

Andrew John Maertz

11 Years of Experience
Broker
Areas of Practice
Retirement PlanningInvestment 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
Loading...

Location

111 N. Washington Street, Green Bay, WI, 54301

Get directions

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.

Learn about disclosures →
Other Business Activities

Andrew works as an RIA operations specialist at Nicolet Advisory Services, dedicating full-time hours. He also owns Apex Apparel LLC, where he designs, sources, and sells apparel, spending about 35-50 hours per month on this venture outside of trading hours.

Employment History
Current Registrations
Nicolet Wealth Management
January 2019 - Present · 7 yrs 1 mo
Private Client Services, LLCBroker
May 2018 - Present · 7 yrs 9 mos
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
March 2016 - April 2018 · 2 yrs 1 mo
National Planning CorporationBroker
March 2016 - April 2018 · 2 yrs 1 mo
Investment Centers of America, INC.Broker
October 2014 - April 2018 · 3 yrs 6 mos
Investment Centers of America, INC.
October 2014 - April 2018 · 3 yrs 6 mos
Sii Investments, INC.
October 2014 - April 2018 · 3 yrs 6 mos
Sii Investments, INC.Broker
December 2013 - April 2018 · 4 yrs 4 mos
State Registrations1 state
WI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.