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Andrew Maertz

12 Years of Experience
Green Bay, WI
Broker

Andrew Maertz is a registered investment advisor at Nicolet Wealth Management, based in Green Bay, WI, with 12 years of industry experience. Andrew 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
Fee-Only (% of Portfolio)
Firm Size
44 advisors
IM Fee
Planning only
Assets Under Management
$4.3B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

111 N. Washington Street, Green Bay, WI, 54301

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Andrew works as an RIA operations specialist at Nicolet Advisory Services, dedicating full-time hours. He also owns Apex Apparel LLC, where he designs, sources, and sells apparel, spending about 35-50 hours per month on this venture outside of trading hours.

Employment History
Current Registrations
Nicolet Wealth Management
January 2019 - Present · 7 yrs 9 mos
Private Client Services, LLCBroker
May 2018 - Present · 8 yrs 5 mos
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
March 2016 - April 2018 · 2 yrs 1 mo
National Planning CorporationBroker
March 2016 - April 2018 · 2 yrs 1 mo
Investment Centers of America, INC.Broker
October 2014 - April 2018 · 3 yrs 6 mos
Investment Centers of America, INC.
October 2014 - April 2018 · 3 yrs 6 mos
Sii Investments, INC.
October 2014 - April 2018 · 3 yrs 6 mos
Sii Investments, INC.Broker
December 2013 - April 2018 · 4 yrs 4 mos
State Registrations1 state
WI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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