AM
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
2462 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B
Fee Structure
This brochure describes wrap fee programs, meaning a single fee covers investment advisory services, trade execution, custody, and other brokerage services. Additional costs may apply. Minimum account sizes vary by service. Contact a PAM Consultant or call Baird for specific fee details.
Areas of Practice
Investment Management
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Advisor Information
Office location
440 South Washington, 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
Adam works as an investment advisory representative at Nicolet Advisory Services, LLC. This occupies nearly all of his time.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
November 2023 - Present · 2 yrs 2 mos
Robert W. Baird & CO. Incorporated Broker
November 2023 - Present · 2 yrs 2 mos
Previous Registrations
Private Client Services, LLC Broker
January 2018 - November 2023 · 5 yrs 10 mos
Nicolet Wealth Management
August 2016 - November 2023 · 7 yrs 3 mos
Sii Investments, INC.
August 2004 - December 2017 · 13 yrs 4 mos
Sii Investments, INC.Broker
June 2004 - December 2017 · 13 yrs 6 mos
State Registrations17 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.