Justin
Regnier

Nicolet Wealth Management

CRD#6070976
Investment Advisor
in Stevens Point, WI

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About this Advisor

Justin Regnier is a financial advisor based in Stevens Point, Wisconsin, working with Nicolet Wealth Management. Justin has previously held positions at Regnier Consulting Group, Inc, Ameriprise Financial Services, Inc, Woodtrust Bank, and Nicolet Advisory Services, LLC. Justin has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Justin is part of Nicolet Wealth Management, which operates out of Stevens Point, 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

Series 66, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

5517 Vern Holmes Dr
Stevens Point, WI 54482

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Nicolet Wealth Management Brokerage Details

Total Assets Under Management

$3,665,411,749

WI Average: $2,826,565,184
Total Number of Employees

60

WI Average: 43
Total Number of Accounts

9,297

WI Average: 1,898
Average Account Size

$394,257

WI Average: $1,489,234

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

2021 - Present (3 years)

Nicolet Advisory Services, LLC

2018 - 2021 (3 years)

Woodtrust Bank

2016 - 2018 (2 years)

Woodtrust Bank

2013 - 2016 (3 years)

Ameriprise Financial Services, Inc

2006 - 2015 (9 years)

Regnier Consulting Group, Inc

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

Tucker Paschen
Green Bay, WI
Jacob Dinkel
Eau Claire, WI
Dalton Guyette
Green Bay, WI
Nathan Ongemach
Green Bay, WI
Eric Martzahl
Green Bay, WI
Jeremy Bloomfield
Green Bay, WI
Anthony Wilhelms
Appleton, WI
Jonathan Deprey
Green Bay, 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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