linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Rachel Ann Patterson

Nicolet Wealth Management

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

About Rachel Ann Patterson

Rachel Ann Patterson is an Investment Advisor Representative at Nicolet Wealth Management. Rachel is a Series 65 licensed professional with over 10 years of experience in the financial services industry. Rachel has a strong background in banking and wealth management. Rachel specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisers.

Firm Information

Rachel Patterson 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.

Rachel Patterson’s Registration & Firm History

WI

01/05/2024 - Present

Nicolet Wealth Management (GREEN BAY WI)

Not sure if Rachel Ann Patterson is right for you?

Licenses & Designations

IA

Issued 11/18/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/10/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rachel Ann Patterson.
Not sure if Rachel Ann Patterson is right for you?