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John Michael Thorson is an investment advisor representative with Nicolet Wealth Management. John Michael Thorson has been in the industry since December 2011. John Michael Thorson has passed the Series 66, Series 24, SIE and Series 7 exams. John Michael Thorson is registered to provide investment advice in Wisconsin. John Michael Thorson previously worked at U.S. BANCORP INVESTMENTS, INC.
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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2
WI
10/30/2023 - Present
Nicolet Wealth Management (GREEN BAY WI)
MN
12/08/2011 - 10/04/2023
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
BOTH
Issued 10/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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