Alexis Mccarthy
Alexis Mccarthy is a CFP-designated registered investment advisor at Nicolet Wealth Management, based in Sturgeon Bay, WI, with 2 years of industry experience. Alexis 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 Ave, Sturgeon Bay, WI, 54235
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Nicolet Wealth Management
Private Client Services, LLCBroker
State Registrations15 states
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