Bridgett Starr is a registered investment advisor at Nicolet Wealth Management, based in Sister Bay, WI, with 4 years of industry experience. Bridgett 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
2477 S. Bay Shore Dr., Sister Bay, WI, 54234
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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.
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Bridgett is a board member of the Boys and Girls Club of the Bay & Lakes Region, dedicating a few hours per week. She is also associated with Nicolet Advisory Services, an RIA.
Employment History
Current Registrations
Nicolet Wealth Management
Private Client Services, LLCBroker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations3 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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