Samuel
Scheer
Nicolet Wealth Management
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About this Advisor
Samuel Scheer is a financial advisor based in Green Bay, Wisconsin, working with Nicolet Wealth Management. Samuel has previously held positions at Roncolli High 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 Wealth Management, and Private Client Services. Samuel has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Samuel is part of Nicolet Wealth Management, which operates out of Green Bay, 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
Samuel Scheer Work History
Nicolet Wealth Management
Private Client Services
Nicolet Wealth Management
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
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
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Eau Claire, WI
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Appleton, WI
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Green Bay, WI
Green Bay, WI
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