Patrick Joseph Madson
Investment adviser representative at Nicolet Wealth Management
23 yearsExperience
3 statesRegistered 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
23 years in the industry.
- Private Client ServicesJan 2018 to now
- Nicolet Wealth ManagementDec 2017 to now
- Nicolet Advisory Services, LLCAug 2016 to now
- Nicolet National BankFeb 2016 to now
- Sii Investments, Inc.Jan 2003 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 3 states (MI, MN, WI).
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
- 4411649
- Firm CRD
- 283940