Adam
Sitter
Nicolet Wealth Management
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About this Advisor
Adam Sitter is a financial advisor operating in Green Bay, Wisconsin with 5 years of relevant experience. Sitter is on the advisory team at Nicolet Wealth Management. Throughout their career, they have worked at Festival Foods, Verve, A Credit Union, University Of Wisconsin-Madison, Nicolet National Bank, Private Client Services, Precision Installations Inc, Muza Sheet Metal, Nicolet Advisory Services, LLC, University Of Wisconsin -Madison and Winneconne High School. Sitter has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Wisconsin. Nicolet Wealth Management is a financial advisory firm operating out of Green Bay, WI. The investment advisory business has offices in eight locations and a total of 58 people on staff. It administers $3 billion in assets between its 10,191 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 10,191 accounts, just 8% are held by high-net-worth investors who have more than $1 million in assets available to invest. Nicolet Wealth Management provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules typically vary depending on which services are provided. Fee types charged by Nicolet Wealth Management most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nicolet Wealth Management Brokerage Details
$2,930,862,255
58
10,191
$287,593
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Adam Sitter Work History
Adam has been registered as a financial advisor for 5 years.*
Nicolet National Bank
Private Client Services
Nicolet Advisory Services, LLC
Verve, A Credit Union
University Of Wisconsin-Madison
Muza Sheet Metal
Precision Installations Inc
University Of Wisconsin -Madison
Festival Foods
Winneconne High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Sitter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Nicolet Wealth Management
Green Bay, WI
Green Bay, WI
Green Bay, WI
Green Bay, WI
Marquette, MI
Appleton, WI
Green Bay, WI
Green Bay, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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