DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from Nicolet Wealth Management
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jeremy D Bloomfield | Nicolet Wealth Management independent RIA | Northwestern Mutual Investment Services,LLC no RAUM | Other | Mar 3, 2026 | Apr 23, 2026 (51 d) |
| Tara Lynn O'Connor | Nicolet Wealth Management independent RIA | U.S. Bancorp Investments, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 3, 2025 | Nov 17, 2025 |
| Randy John Butler | Nicolet Wealth Management independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 24, 2025 | Oct 20, 2025 (118 d) |
| Jonathan Deprey | Nicolet Wealth Management independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Mar 27, 2025 | Jun 4, 2025 (69 d) |
| John M Thorson | Nicolet Wealth Management independent RIA | Thrivent Investment Management Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 7, 2025 | Aug 13, 2026 (524 d) |
| Steve S Farone | Nicolet Wealth Management independent RIA | Robert W. Baird & Co. Incorporated mixed wealth | RIA to RIA | Feb 6, 2025 | Feb 6, 2025 |
| Riley Paul Siltman | Nicolet Wealth Management independent RIA | N.E.W. Advisory Services, LLC independent RIA | RIA to RIA | Nov 19, 2024 | Feb 6, 2025 (79 d) |
| Corey G Sherf | Nicolet Wealth Management independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Jul 10, 2024 | Jul 8, 2024 |
| Darrick Edward Munsch | Nicolet Wealth Management independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Jul 1, 2024 | Jun 28, 2024 |
| Ryan Joseph Gregory | Nicolet Wealth Management independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Jul 1, 2024 | Jul 12, 2024 |
| Emily Elizabeth Schiltz | Nicolet Wealth Management independent RIA | Associated Investment Services, Inc. independent RIA | RIA to RIA | Jan 12, 2024 | Mar 1, 2024 (49 d) |
| Adam Michael Madson | Nicolet Wealth Management independent RIA | Robert W. Baird & Co. Incorporated mixed wealth | RIA to RIA | Nov 13, 2023 | Nov 9, 2023 |
| Jacob Thomas Crosby | Nicolet Wealth Management independent RIA | Robert W. Baird & Co. Incorporated mixed wealth | RIA to RIA | Nov 13, 2023 | Nov 9, 2023 |
| Ariel Reque | Nicolet Wealth Management independent RIA | Cg Advisory Services independent RIA | RIA to RIA | Oct 30, 2023 | Oct 5, 2023 |
| Robert Joseph Moore | Nicolet Wealth Management independent RIA | Copper Harbor Investment Advisors, LLC independent RIA | RIA to RIA | Oct 6, 2023 | Sep 29, 2023 |
| Jill Elizabeth Bobinski | Nicolet Wealth Management independent RIA | Robert W. Baird & Co. Incorporated mixed wealth | RIA to RIA | Aug 14, 2023 | Aug 8, 2023 |
| Michelle Ann Atwell | Nicolet Wealth Management independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Jun 22, 2023 | Feb 22, 2024 (245 d) |
| Ryan Michael O'Leary | Nicolet Wealth Management independent RIA | N.E.W. Advisory Services, LLC independent RIA | RIA to RIA | Nov 9, 2022 | Oct 26, 2022 |
| Alison Ann Walker | Nicolet Wealth Management independent RIA | RBC Capital Markets, LLC national BD | RIA to affiliated broker-dealer or bank | Mar 9, 2021 | Feb 1, 2021 |
| Danny Lee Hanson | Nicolet Wealth Management independent RIA | RBC Capital Markets, LLC national BD | RIA to affiliated broker-dealer or bank | Mar 9, 2021 | Feb 22, 2021 |
| Brian Hartl | Nicolet Wealth Management independent RIA | Thrivent Investment Management Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jan 10, 2020 | Jan 10, 2020 |
| Eric John Trousil | Nicolet Wealth Management independent RIA | Johnson Wealth Inc. independent RIA | RIA to RIA | Aug 15, 2019 | May 8, 2019 |
| Nadine Tarabishi | Nicolet Wealth Management independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Dec 12, 2018 | Feb 1, 2019 (51 d) |
| Michael Challe | Nicolet Wealth Management independent RIA | Magnetic North Advisors independent RIA | RIA to RIA | Nov 21, 2018 | Apr 8, 2021 (869 d) |
| Amy Ellen Zellner | Nicolet Wealth Management independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 19, 2018 | Nov 21, 2018 |
| Nicholas John Schneider | Nicolet Wealth Management other | Scottrade Investment Management other | Other | Dec 12, 2016 | Jan 25, 2017 (44 d) |
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26 moves match.