DG
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
Fee Structure
Financial Planning:Investment management only
This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.
Areas of Practice
Investment Management
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Advisor Information
Office location
111 N. Washington Street, Green Bay, WI, 54301
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Darren is associated with Nicolet Advisory Services, LLC, a registered investment advisor.
Employment History
Current Registrations
Private Client Services, LLC Broker
January 2018 - Present · 8 yrs
Nicolet Wealth Management
August 2016 - Present · 9 yrs 5 mos
Previous Registrations
Sii Investments, INC.Broker
May 2016 - December 2017 · 1 yr 7 mos
Sii Investments, INC.
May 2016 - December 2017 · 1 yr 7 mos
Invest Financial CorporationBroker
November 2015 - May 2016 · 6 mos
Invest Financial Corporation
November 2015 - May 2016 · 6 mos
Cetera Investment Advisers LLC
January 2014 - October 2015 · 1 yr 9 mos
Cetera Investment Services LLCBroker
August 2010 - October 2015 · 5 yrs 2 mos
Cetera Investment Services LLC
August 2010 - January 2014 · 3 yrs 5 mos
Equity Design Advisors, LLC
September 2009 - May 2010 · 8 mos
The O.N. Equity Sales CompanyBroker
July 2009 - May 2010 · 10 mos
Edward Jones
August 2008 - February 2009 · 6 mos
Edward Jones Broker
August 2008 - February 2009 · 6 mos
State Registrations13 states
FLIAMIMNMTNCNVOKTXVAVTWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.