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Detailed Report
ADAM E LONGLAIS
CRD#: 4205182
IA
Investment Adviser
NICOLET WEALTH MANAGEMENTCRD#: 283940 111 N. Washington St
GREEN BAY, WI 54301
Registration History
20132014201520162017201820192020202120222023202420252026IANICOLET WEALTH MANAGEMENT (CRD# 283940)2019 - Present (6 years)IAKELLOGG ASSET MANAGEMENT, LLC (CRD# 150031)2013 - 2019 (5 years)
License(s)

State Registrations

IA
Wisconsin 4/4/2019
Current Registration(s)
IA
NICOLET WEALTH MANAGEMENT (CRD#:283940)
111 N. Washington St, GREEN BAY, WI 54301
Registered with this firm since 4/4/2019
Previous Registration(s)
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 10/07/2013 - 03/22/2019 KELLOGG ASSET MANAGEMENT, LLC (CRD#:150031) GREEN BAY, WI
For additional information about investment advisers or broker-dealers, please visit
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.