BS
BS

Bridgett a Starr

3 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

Bridgett is a board member of the Boys and Girls Club of the Bay & Lakes Region, dedicating a few hours per week. She is also associated with Nicolet Advisory Services, an RIA.

Employment History
Current Registrations
Nicolet Wealth Management
January 2024 - Present · 2 yrs 1 mo
Private Client Services, LLCBroker
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
RBC Capital Markets, LLC
June 2022 - December 2023 · 1 yr 6 mos
RBC Capital Markets, LLCBroker
May 2022 - December 2023 · 1 yr 7 mos
State Registrations1 state
WI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.