JB
JB

Jeremy D Bloomfield

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

Jeremy is associated with Nicolet Wealth Management as a Registered Investment Advisor, dedicating about half of his time to this role. He spends 100 hours per month, including 100 hours during trading hours.

Employment History
Current Registrations
Nicolet Wealth Management
November 2022 - Present · 3 yrs 3 mos
Private Client Services, LLCBroker
June 2022 - Present · 3 yrs 8 mos
State Registrations2 states
MIWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.