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Joseph Bennett

Nicolet Wealth Management

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About Joseph Bennett

Joseph Bennett is a financial advisor with Nicolet Wealth Management. Joseph has been in the industry since February 2019. Joseph holds Series 63, 66, 7, 9, 10 and SIE licenses. Joseph is registered as an Investment Advisor Representative in the state of Arizona and as a Registered Representative in the state of Wisconsin. Joseph specializes in working with individuals, corporations and charitable organizations. Joseph provides financial planning, portfolio management and investment advice services to clients.

Firm Information

Joseph Bennett 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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Joseph Bennett’s Registration & Firm History

WI

12/19/2024 - Present

Nicolet Wealth Management (GREEN BAY WI)

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Licenses & Designations

BOTH

Issued 10/16/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/18/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/24/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/16/2021

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 02/22/2019

Series 7TO - General Securities Representative Examination

BC

Issued 12/17/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Joseph Bennett.
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