Thomas
Hart
Nicolet Wealth Management
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About this Advisor
Thomas Hart is a financial advisor based in Green Bay, Wisconsin, working with Nicolet Wealth Management. Thomas has previously held positions at Nicolet Wealth Management, Power Home Remodeling Group, Business Talent Group, and the University of Wisconsin - Madison. Thomas has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Thomas 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
Thomas Hart Work History
Nicolet Wealth Management
Nicolet Wealth Management
Power Home Remodeling Group
Business Talent Group
University Of Wisconsin - Madison
Disclosures
Please visit the SEC profile of Thomas Hart 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
Eau Claire, WI
Green Bay, WI
Green Bay, WI
Green Bay, WI
Appleton, 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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