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Jason Eric Smerchek

Nicolet Wealth Management

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About Jason Eric Smerchek

Jason Smerchek is an investment advisor representative at Nicolet Wealth Management. Jason is a licensed investment advisor in Wisconsin. Jason has a Series 65 license and is a registered investment advisor representative with Nicolet Wealth Management. Jason Smerchek can provide financial planning, portfolio management, and selection of other advisors. Nicolet Wealth Management's main office is located in Green Bay, WI.

Firm Information

Jason Smerchek is currently registered with Nicolet Wealth Management. Nicolet Wealth Management, headquartered in GREEN BAY, WI, is a wealth management firm offering a variety of financial planning and investment services. With 30 investment advisory professionals and over $3.6 billion in regulatory assets under management, the firm caters to a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth. Nicolet Wealth Management provides portfolio management services for individuals, businesses, and investment clubs, and also assists with the selection of other advisors.
Nicolet Wealth Management

111 N. WASHINGTON STREET

GREEN BAY, WI 54301

$3.67B

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Smerchek’s Registration & Firm History

WI

09/07/2018 - Present

Nicolet Wealth Management (MARINETTE WI)

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Licenses & Designations

IA

Issued 09/07/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Eric Smerchek.
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