Jeremy
Bloomfield
Nicolet Wealth Management
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About this Advisor
Jeremy Bloomfield is a financial advisor based in Green Bay, Wisconsin, working with Nicolet Wealth Management. Jeremy has previously held positions at Nicolet National Bank, Bmo Harris Bank, Associated Bank, Dunham's Sports, Drs. Foster and Smith, Private Client Services, and Nicolet Wealth Management. Jeremy has passed the Series 66 regulatory exam and is registered to provide services in Michigan and Wisconsin. Currently, Jeremy is part of Nicolet Wealth Management, which operates out of Green Bay, Wisconsin. The firm has 9 offices and 60 employees. The firm manages assets totaling $3.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Nicolet Wealth Management includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Nicolet Wealth Management Brokerage Details
$3,665,411,749
60
9,297
$394,257
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
Jeremy Bloomfield Work History
Private Client Services
Nicolet Wealth Management
Nicolet National Bank
Bmo Harris Bank
Associated Bank
Bmo Harris Bank
Dunham'S Sports
Drs. Foster And Smith
Disclosures
Please visit the SEC profile of Jeremy Bloomfield 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
Appleton, WI
Green Bay, WI
Green Bay, WI
Green Bay, WI
Eau Claire, WI
Green Bay, WI
Green Bay, WI
Appleton, WI
The content in this profile was updated by SmartAsset on 6/19/2024. 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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