JR
CFA
JR
CFA

Justin Regnier

8 Years of Experience
Stevens Point, WI

Justin Regnier is a CFA-designated registered investment advisor at Nicolet Wealth Management, based in Stevens Point, WI, with 8 years of industry experience. Justin 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
Fee-Only (% of Portfolio)
Firm Size
46 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

5517 Vern Holmes Dr, Stevens Point, WI, 54482

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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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Employment History
Current Registrations
Nicolet Wealth Management
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
Ameriprise Financial Services, INC.
June 2013 - February 2016 · 2 yrs 8 mos
State Registrations2 states
MNWI
Advisor

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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