Kent
Martinson
Nicolet Wealth Management
Answer a few questions and
get matched with an advisor.
About this Advisor
Kent Martinson is a financial advisor based in Eau Claire, Wisconsin who has 1 year of industry experience. Martinson is an advisor for Nicolet Wealth Management. Their career trajectory has included roles at Cetera Investment Services, Charter Bank, Cetera Investment Advisers LLC, Nicolet Wealth Management and Private Client Services. Martinson has Series 63 and Series 66 licenses, which qualify them as a securities agent, and can advise clients 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 financial advisors. It handles $3 billion in assets among its 10,191 accounts, making it one of the largest investment advisory firms in the United States by assets under management. Of its 10,191 accounts, just 8% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Nicolet Wealth Management provides a broad array of services, such as 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 largely vary depending on the financial services offered. However, fee types charged by Nicolet Wealth Management most likely consist of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Kent Martinson Work History
Kent has been registered as a financial advisor for 1 years.*
Nicolet Wealth Management
Private Client Services
Cetera Investment Advisers LLC
Cetera Investment Services
Charter Bank
*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 Kent Martinson 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
Marquette, MI
Green Bay, WI
Green Bay, WI
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
