Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Parker? Claim Your ProfileParker Olson is an investment advisor representative at Nicolet Wealth Management. Parker holds a Series 65 license and has experience providing financial planning, portfolio management services for individuals and businesses, and selection of other advisors. Parker has worked in various fields throughout their career, including a financial services role at Jewelers Mutual Group, and has a strong commitment to helping clients achieve their financial goals.
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
08/07/2024 - Present
Nicolet Wealth Management (GREEN BAY WI)
IA
Issued 08/05/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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