This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

NICOLET WEALTH MANAGEMENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Apr 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

4

Exams

S65|S63

First exam

Mar 2, 2017

First registration

Apr 9, 2026

Dual registered

yes, broker-dealer

Other names

Jim Eugene Magrane

IAPD individual key

6633202

• Occurred

  Apr 27, 2026
  Advisor changed firm

  James Eugene Magrane left Lpl Financial Llc for Nicolet Wealth Management (registered 2026-04-17)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:32f7a097-f99e-784d-63a8-de8ffe4a0101

First observed

Apr 9, 2026

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.