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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordyn? Claim Your ProfileJordyn Herzog is an Investment Advisor Representative with Nicolet Wealth Management. Jordyn Herzog is registered in Wisconsin and has been working in the financial services industry since 2012. Jordyn Herzog has a Series 65 license and is a Certified Financial Planner. Nicolet Wealth Management has offices in Green Bay, WI and provides financial planning services to individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, and investment clubs.
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
05/25/2022 - Present
Nicolet Wealth Management (GREEN BAY WI)
IA
Issued 05/25/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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