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Patrick Joseph Madson

Nicolet Wealth Management

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About Patrick Joseph Madson

Patrick Joseph Madson is a financial advisor with Nicolet Wealth Management, with over 20 years of experience in the financial services industry. Patrick has a strong background in portfolio management and financial planning, and is dedicated to helping clients achieve their financial goals. His expertise has been recognized with the Certified Financial Planner designation. Patrick's previous experience includes positions with SII Investments, Inc. and Navigator Planning Group. Patrick has a strong commitment to serving the financial needs of individuals, corporations and charitable organizations.

Firm Information

Patrick Madson 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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Patrick Madson’s Registration & Firm History

WI

12/19/2017 - Present

Nicolet Wealth Management (GREEN BAY WI)

WI

01/28/2003 - 12/31/2017

SII INVESTMENTS, INC. (GREEN BAY WI)

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Licenses & Designations

BOTH

Issued 07/16/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/18/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/27/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Joseph Madson.
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