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

Mar 29, 1985earliest registration or exam on IAPD

Years in industry

41derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

4

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Mar 29, 1985

First registration

Jul 31, 1993

Dual registered

yes, broker-dealer

IAPD individual key

1349892

• Occurred

  Aug 18, 2022
  Advisor changed firm

  Barry Joseph Martzahl left Morgan Stanley for Nicolet Wealth Management (registered 2022-10-06)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ca48c13d-fb63-e364-63d8-c07499b7bf8f

First observed

Jul 31, 1993

Last observed

Sep 14, 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.