Justin
Regnier
Nicolet Wealth Management
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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
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
Justin Regnier Work History
Nicolet Advisory Services, LLC
Woodtrust Bank
Woodtrust Bank
Ameriprise Financial Services, Inc
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
Appleton, WI
Green Bay, WI
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Eau Claire, WI
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Green Bay, WI
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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