Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas A. Hart is an Investment Advisor Representative at Nicolet Wealth Management in Green Bay, WI. Thomas is a Series 65 licensed professional, having passed the Uniform Investment Adviser Law Examination in April 2023. Thomas has over 6 years of experience in the financial services industry. Thomas specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Thomas is committed to providing personalized advice and guidance to help 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
05/11/2023 - Present
Nicolet Wealth Management (GREEN BAY WI)
IA
Issued 04/08/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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