Nicolet Wealth Management formerly Navigator Planning Group

  • Financial Services
  • Green Bay WI
  • 12 employees
  • Financial Services
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Company Overview

Headquarters
3091 Voyager Dr, Green Bay WI
Website
navigatorpg.com
Phone
(920) 406-8500
Employees
12
Founded in
1978
Industry
Financial Services
NAICS Code
NAICS Code 5416 Companies
NAICS Code 541 Companies
NAICS Code 54 Companies
NAICS Code 523 Companies
NAICS Code 52 Companies
SIC Code
SIC Code 874 Companies
SIC Code 87 Companies
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Financials & Stats

Revenue

$4B

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Who is Nicolet Wealth Management formerly Navigator Planning Group

Nicolet Wealth Management, formerly Navigator Planning Group, is an independent financial planning firm based in Green Bay, Wisconsin. The company employs 12 people and generates an annual revenue of $4.2 million. Nicolet Wealth Management provides securities and advisory services to clients. These services are offered through SII Investments, Inc. (SII), a registered broker-dealer and investment advisor. SII Investments, Inc. is a separate company from Nicolet Wealth Management. It's important to note that SII does not offer tax or legal advice. For more information, visit navigatorpg.com.

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FAQ

What is the location of Nicolet Wealth Management formerly Navigator Planning Group's headquarters?
The headquarters of Nicolet Wealth Management formerly Navigator Planning Group are situated at 3091 Voyager Dr, Green Bay WI
What is Nicolet Wealth Management formerly Navigator Planning Group's phone number?
Nicolet Wealth Management formerly Navigator Planning Group's contact number is (920) 406-8500.
What is Nicolet Wealth Management formerly Navigator Planning Group's official website?
The official website of Nicolet Wealth Management formerly Navigator Planning Group can be found at navigatorpg.com.
What is Nicolet Wealth Management formerly Navigator Planning Group's current revenue?
As of May 2021, Nicolet Wealth Management formerly Navigator Planning Group's annual revenue reached $4B.
How many employees does Nicolet Wealth Management formerly Navigator Planning Group currently have?
Nicolet Wealth Management formerly Navigator Planning Group employs approximately 12+ people as of May 2021
Which industries is Nicolet Wealth Management formerly Navigator Planning Group primarily operating in?
Nicolet Wealth Management formerly Navigator Planning Group operates in the following industries: Finance, Credit
When was Nicolet Wealth Management formerly Navigator Planning Group founded?
Nicolet Wealth Management formerly Navigator Planning Group was founded in 1978.

Employee Directory

Key Employees

Jackie Weight

Financial Advisor

Phone Email