Dana Mcvey is a ChFC-designated registered investment advisor at Nicolet Wealth Management, based in Green Bay, WI, with 8 years of industry experience. Dana 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
111 N. Washington Street, Green Bay, WI, 54301
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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.
Learn about disclosures →Other Business Activities
Dana is a Notary Public for Wisconsin, dedicating minimal time to this activity. She is also a Registered Client Service Associate at Nicolet.
Employment History
Current Registrations
Nicolet Wealth Management
Private Client Services, LLCBroker
Previous Registrations
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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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