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Steve S Farone

Nicolet Wealth Management

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About Steve S Farone

Steve Farone is a registered investment advisor representative at Nicolet Wealth Management, a firm with a history of advising clients in the Green Bay area. Steve's expertise is in helping individuals, businesses, and charitable organizations achieve their financial goals. He brings a wealth of experience to the role, having previously worked at SII Investments, Inc. and Dean Witter Reynolds Inc. Steve is committed to providing personalized service and developing strong relationships with his clients.

Firm Information

Steve Farone 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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Steve Farone’s Registration & Firm History

WI

12/23/2016 - Present

Nicolet Wealth Management (GREEN BAY WI)

WI

07/11/2016 - 12/31/2017

SII INVESTMENTS, INC. (GREEN BAY WI)

NY

08/24/2000 - 02/07/2001

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 08/29/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/11/2016

Series 7 - General Securities Representative Examination

BC

Issued 09/26/2000

Series 31 - Futures Managed Funds Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steve S Farone.
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