linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Justin James Regnier

Nicolet Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Justin? Claim Your Profile

About Justin James Regnier

Justin Regnier is a financial advisor registered with Nicolet Wealth Management. Justin is a Certified Financial Analyst, and has been a registered representative in the financial industry since 2013. Justin currently works in the Stevens Point office of Nicolet Wealth Management. Previously, Justin has also worked for Ameriprise Financial Services, Inc. and WoodTrust Bank. Justin works with clients to provide financial planning, portfolio management for businesses and individuals, and selection of other advisors.

Firm Information

Justin Regnier 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Justin Regnier’s Registration & Firm History

WI

06/01/2021 - Present

Nicolet Wealth Management (Stevens Point WI)

WI

04/30/2013 - 02/11/2016

AMERIPRISE FINANCIAL SERVICES, INC. (STEVENS POINT WI)

Not sure if Justin James Regnier is right for you?

Licenses & Designations

BOTH

Issued 06/07/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/11/2016

SIE - Securities Industry Essentials Examination

BC

Issued 04/29/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin James Regnier.
Not sure if Justin James Regnier is right for you?