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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sonia? Claim Your ProfileSonia L Wasniak-bohn is a financial advisor with Nicolet Wealth Management in GREEN BAY, WI. Sonia has been working in the financial services industry since 2004 and has extensive experience with a wide range of clients including individuals, corporations, and charitable organizations. Sonia is also a Certified Financial Planner. Sonia’s goal is to help clients reach their financial goals. Sonia offers a variety of financial planning services, including investment management, retirement planning, and estate planning. Sonia is dedicated to providing personalized financial advice to help her clients achieve their financial dreams.
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
09/13/2019 - Present
Nicolet Wealth Management (GREEN BAY WI)
WI
02/22/2010 - 08/27/2019
U.S. BANCORP INVESTMENTS, INC. (OSHKOSH WI)
WI
07/06/2005 - 02/22/2010
CHASE INVESTMENT SERVICES CORP. (OSHKOSH WI)
IL
09/24/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 11/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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