April Moeller is a registered investment advisor at Nicolet Wealth Management, based in Sturgeon Bay, WI, with 2 years of industry experience. April 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
236 N. 4th Avenue, Sturgeon Bay, WI, 54235
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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April is involved with Egg Harbor Firefighter's Inc., handling financial duties and fundraising, and serves as an Emergency Medical Responder for the Towns of Bailey's Harbor and Egg Harbor. She also works full-time for Nicolet Advisory Services LLC, a Registered Investment Advisor.
Employment History
Current Registrations
Nicolet Wealth Management
Private Client Services, LLCBroker
State Registrations7 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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