Jared Davis Lawatsch

Nicolet Wealth Management

2 Years of Experience

View SEC Summary

Areas of Practice

Retirement PlanningInvestment Management

Nicolet Wealth 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

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.

Employment History

Current Registrations

Nicolet Wealth Management

December 2023 - Present · 2 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.