Sonia L Wasniak-bohn
Investment adviser representative at Nicolet Wealth Management
16 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
16 years in the industry.
- Nicolet Wealth ManagementSep 2019 to now
- Nicolet Advisory ServicesSep 2019 to now
- Private Client ServicesSep 2019 to now
- U.S. Bancorp Investments, Inc.Feb 2010 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2010
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
- 4856205
- Firm CRD
- 283940