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

May 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Chartered Financial Consultant

Exams

S63|S66

First exam

Dec 12, 2017

First registration

Jun 23, 2020

Dual registered

yes, broker-dealer

Other names

DANA COLLINS|Dana M Collins|DANA Michelle COLLINS|DANA Michelle MC VEY

IAPD individual key

6850474

• Occurred

  May 4, 2023
  Advisor changed firm

  Dana Michelle Mcvey left Cuso Financial Services, L.P. for Nicolet Wealth Management (registered 2023-05-22)

  Form ADVobserved 5 days ago
• Occurred

  Feb 6, 2023
  Advisor changed firm

  Dana Michelle Mcvey left Lpl Financial Llc for Cuso Financial Services, L.P. (registered 2023-01-23)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ef72f777-d08d-a2ee-33f1-578e936abf00

First observed

Jun 23, 2020

Last observed

Sep 14, 2026 6 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.