Sonia Wasniak-Bohn is a CFP-designated registered investment advisor at Nicolet Wealth Management, based in Oshkosh, WI, with 21 years of industry experience. Sonia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 3,849 clients with $4.3B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1041 N Westhaven Dr, Oshkosh, WI, 54904
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Sonia is involved in three outside business activities. She spends minimal time on marketing motorcycle accessories, about a quarter of her time as a financial advisor at Nicolet Advisory Services LLC, and a few hours per week as an assistant martial arts instructor.
Employment History
Current Registrations
Nicolet Wealth Management
Private Client Services, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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