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

Jun 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66

First exam

Mar 18, 2022

First registration

Nov 9, 2022

Dual registered

no

Other names

Ariel Reque|Ariel Kristine Reque

IAPD individual key

7481025

• Occurred

  Jul 6, 2026
  Advisor changed firm

  Ariel Reque left Cg Advisory Services for Nicolet Wealth Management (registered 2026-05-18)

  Form ADVobserved 3 days ago
• Occurred

  Oct 30, 2023
  Advisor changed firm

  Ariel Reque left Nicolet Wealth Management for Cg Advisory Services (registered 2023-10-05)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f1c068ec-1e9b-73a8-b59f-e85d83b0ac79

First observed

Nov 9, 2022

Last observed

Sep 15, 2026 3 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.