Justin
Regnier
Nicolet Wealth Management
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About this Advisor
Justin Regnier is a chartered financial analyst operating out of Wausau, Wisconsin, who has 2 years of relevant experience. Regnier works at Nicolet Wealth Management. During their career, Regnier has held roles at Regnier Consulting Group, Inc, Ameriprise Financial Services, Inc, Woodtrust Bank and Nicolet Advisory Services, LLC. Regnier maintains 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 business that has its headquarters in Green Bay, WI. The investment advisory business has offices in eight locations and a total of 58 people on staff. It manages $3 billion in total assets between its 10,191 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 10,191 customer accounts, just 8% belong to high-net-worth clients who have more than $1 million in assets available to invest. Nicolet Wealth Management offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors are based on the financial services offered. However, fee types billed by Nicolet Wealth Management most likely include any combination 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
Justin Regnier Work History
Justin has been registered as a financial advisor for 2 years.*
Nicolet Advisory Services, LLC
Woodtrust Bank
Woodtrust Bank
Ameriprise Financial Services, Inc
Regnier Consulting Group, Inc
*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 Justin Regnier 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
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Appleton, WI
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Marquette, MI
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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