Chad Wesley Terry
Investment adviser representative at Nicolet Wealth Management
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.3BFirm assets
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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
15 years in the industry.
- Nicolet Wealth ManagementApr 2026 to now
- Private Client ServicesApr 2026 to now
- Nicolet Advisory Services, LLCMar 2026 to now
- Chad TerryNov 2025 to Mar 2026
- Brokers International Financial ServicesSep 2020 to Oct 2025
- Legacy Financial GroupSep 2020 to Oct 2025
- Ameriprise Financial Services, Inc.Jun 2017 to Aug 2020
- Blackrock Investments, LLCMar 2011 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 3112718
- Firm CRD
- 283940