Rachel Ann Patterson
Investment adviser representative at Nicolet Wealth Management
14 yearsExperience
4 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
14 years in the industry.
- Nicolet Wealth ManagementJan 2024 to now
- Private Client ServicesFeb 2023 to now
- Nicolet Wealth ManagementJan 2023 to Dec 2023
- Nicolet National BankApr 2017 to Jan 2023
- WalgreensJan 2012 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 4 states (IA, 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
- 7695683
- Firm CRD
- 283940