Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Wayne Ongemach is an investment advisor representative with Nicolet Wealth Management. Nathan has been in the industry since February 2018. Nathan holds the Series 7, Series 65, and Series 57TO licenses. Nathan's specialties include retirement planning, college savings, investment management, and estate planning.
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
02/19/2021 - Present
Nicolet Wealth Management (GREEN BAY WI)
IA
Issued 02/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2022
Series 57TO - Securities Trader Exam
BC
Issued 07/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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