Samuel
Scheer
Nicolet Wealth Management
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About this Advisor
Samuel Scheer is a financial advisor based in Green Bay, Wisconsin with a total of 2 years of relevant experience. Scheer is on the advisory team at Nicolet Wealth Management. Over the course of their career, they have held roles at Roncolli Hich School, John Koss Builders, University Of Wisconsin- La Crosse, University Of Wisconsin-Manitowoc, Groundbreakers LLC, The Giersch Group, University Of Wisconsin-Milwaukee, Nicolet National Bank, Nicolet Advisory Servcies, LLC and Private Client Services. Scheer maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Wisconsin. Nicolet Wealth Management is a registered investment business based out of Green Bay, WI. The investment advisory business has offices in eight locations and a total of 58 people on staff. It oversees $3 billion in total assets among its 10,191 accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 10,191 client accounts, just 8% are associated with high-net-worth investors who have more than $1 million in assets. The business provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees usually vary depending on the services. However, fee types charged by Nicolet Wealth Management most likely are comprised of some 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
Samuel Scheer Work History
Samuel has been registered as a financial advisor for 2 years.*
Nicolet Advisory Servcies, LLC
Private Client Services
Nicolet National Bank
The Giersch Group
University Of Wisconsin-Manitowoc
Groundbreakers LLC
University Of Wisconsin-Milwaukee
John Koss Builders
University Of Wisconsin- La Crosse
Roncolli Hich School
*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 Samuel Scheer 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
Green Bay, WI
Appleton, 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.
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