DM
DM

Dana Michelle Mcvey

8 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
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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

Dana is a Notary Public for Wisconsin, dedicating minimal time to this activity. She is also a Registered Client Service Associate at Nicolet.

Employment History
Current Registrations
Nicolet Wealth Management
May 2023 - Present · 2 yrs 9 mos
Private Client Services, LLCBroker
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Cuso Financial Services, L.P.
January 2023 - May 2023 · 4 mos
Cuso Financial Services, L.P.Broker
January 2023 - May 2023 · 4 mos
LPL Financial LLC
June 2020 - February 2023 · 2 yrs 8 mos
LPL Financial LLCBroker
November 2017 - February 2023 · 5 yrs 3 mos
State Registrations1 state
WI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.