Peter J Schaefer
Investment adviser representative at Nicolet Wealth Management
16 yearsExperience
1 stateRegistered in
CFADesignation
$4.3BFirm assets
Are you Peter J Schaefer? Claim your profile
Contact this firm
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 ManagementFeb 2025 to now
- Legacy Private Trust CompanyApr 2018 to Feb 2025
- J.P. Morgan Securities LLCOct 2012 to Mar 2018
- JP Morgan Chase Bank NAMar 2010 to Mar 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (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
- 5765391
- Firm CRD
- 283940