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

Jul 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Jun 10, 2022

First registration

Jun 10, 2022

Dual registered

yes, broker-dealer

Other names

Bridgett A Beachler

IAPD individual key

7499666

• Occurred

  Dec 22, 2023
  Advisor changed firm

  Bridgett A Starr left Rbc Capital Markets, Llc for Nicolet Wealth Management (registered 2024-01-24)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f0cf7230-5396-a56b-b9ad-e80dd6a5fce8

First observed

Jun 10, 2022

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.