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April Marlene Kiehnau Moeller

1 Year 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

236 N. 4th Avenue, Sturgeon Bay, WI, 54235

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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

April is involved with Egg Harbor Firefighter's Inc., handling financial duties and fundraising, and serves as an Emergency Medical Responder for the Towns of Bailey's Harbor and Egg Harbor. She also works full-time for Nicolet Advisory Services LLC, a Registered Investment Advisor.

Employment History
Current Registrations
Nicolet Wealth Management
May 2024 - Present · 1 yr 9 mos
Private Client Services, LLCBroker
January 2024 - Present · 2 yrs 1 mo
State Registrations4 states
CAFLILWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.