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They include 3,179 individual clients, 612 high-net-worth individuals, and 41 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Nicolet Advisory Services offer?","answer":"Nicolet Advisory Services provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Nicolet Advisory Services charge?","answer":"Nicolet Advisory Services charges 0.40%–1.25% a year for its Wrap Fee Program. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.","source":"WRAP FEE BROCHURE FOR NICOLET ADVISORY SERVICES, LLC, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Nicolet Advisory Services use?","answer":"Nicolet Advisory Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $2.81B and Fifth Third Bank (Cincinnati, OH), with $1.38B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Nicolet Advisory Services have?","answer":"Nicolet Advisory Services has 40 investment adviser representatives registered with state securities authorities, out of 75 employees, and 45 perform investment advisory functions. 25 employees are registered representatives of a broker-dealer and 19 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Nicolet Advisory Services invest in?","answer":"At the end of its last fiscal year, Nicolet Advisory Services’ separately managed accounts held 64% registered funds (mutual funds, ETFs, BDCs), 19% exchange-traded equities, 5% U.S. government and agency bonds, 5% state and local bonds, 5% cash and equivalents, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Nicolet Advisory Services?","answer":"Nicolet Advisory Services’ direct owner is Nicolet Bankshares, Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Nicolet Advisory Services get paid?","answer":"Nicolet Advisory Services is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Nicolet Advisory Services?","answer":"Nicolet Advisory Services’ main office is at 111 N. Washington Street, Green Bay, WI 54301. Its phone number is 920-430-1400. Its website is nicoletbank.com.","source":"Form ADV Part 1A, Item 1.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}