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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam E. Longlais is a financial advisor at Nicolet Wealth Management. Adam has been in the financial industry for over two decades and holds the Series 7, Series 55, and Series 66 licenses. Adam is a CFA charterholder and specializes in providing financial planning services to individuals, corporations, and charitable organizations. Adam works from Nicolet Wealth Management's main office in Green Bay, WI.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
04/04/2019 - Present
Nicolet Wealth Management (GREEN BAY WI)
WI
07/03/2002 - 08/09/2005
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 10/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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