Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Martinson is a financial advisor with Nicolet Wealth Management in Green Bay, WI. Kent has been in the industry since 1991 and has experience working with high-net-worth individuals, corporations, charitable organizations, and other investment advisors. Kent is licensed to provide financial advice in 17 states, including Wisconsin, Minnesota, Illinois, Texas, and Florida. Kent offers a variety of financial services, including financial planning, portfolio management, and selection of other advisors.
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
11/14/2022 - Present
Nicolet Wealth Management (GREEN BAY WI)
WI
10/20/2006 - 11/04/2022
CETERA INVESTMENT SERVICES LLC (EAU CLAIRE WI)
WI
12/01/2001 - 10/20/2006
U.S. BANCORP INVESTMENTS, INC. (CHIPPEWA FALLS WI)
NJ
03/12/1996 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
WI
10/17/1994 - 03/14/1996
INVEST FINANCIAL CORPORATION (APPLETON WI)
MN
12/03/1991 - 10/21/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/03/1991 - 10/21/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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