EM
CFP
EM
CFP

Eric R Martzahl

11 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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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.

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Other Business Activities

Eric is a member of the finance committee for Notre Dame Academy, spending minimal time. He also works at Nicolet Wealth Management, a registered investment advisor, dedicating nearly full-time hours.

Employment History
Current Registrations
Private Client Services, LLCBroker
November 2022 - Present · 3 yrs 3 mos
Nicolet Wealth Management
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Morgan Stanley
September 2019 - September 2022 · 3 yrs
Morgan StanleyBroker
September 2019 - September 2022 · 3 yrs
Ameriprise Financial Services, INC.
December 2014 - August 2019 · 4 yrs 8 mos
Ameriprise Financial Services, INC.Broker
August 2014 - August 2019 · 5 yrs
State Registrations11 states
COFLILMIMNNCSCTXUTWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.