Dirk Duff Ockerlander
Investment adviser representative at Nicolet Wealth Management
18 yearsExperience
2 statesRegistered in
$4.3BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Nicolet Wealth ManagementApr 2026 to now
- Private Client ServicesApr 2026 to now
- Midwestone BankSep 2009 to Apr 2026
- LPL Financial LLCSep 2008 to Apr 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (IA, MN).
Nicolet Wealth Management
Legal name: Nicolet Advisory Services, LLC
$4.3BAssets managed
3,849Clients
46Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2642024
- Firm CRD
- 283940