Anthony Wilhelms is a CFA-designated registered investment advisor at Nicolet Wealth Management, based in Appleton, WI, with 14 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
3740 Investors Court, Appleton, WI, 54913
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anthony works as a financial advisor representative at Nicolet Advisory Services, LLC, dedicating nearly full-time hours to this role. He also owns rental properties, which are not investment-related.
Employment History
Current Registrations
Nicolet Wealth Management
Previous Registrations
Private Client Services, LLCBroker
Sii Investments, INC.
Sii Investments, INC.Broker
Associated Investment Services, INC.Broker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations2 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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