Barry J. Martzahl

NICOLET WEALTH MANAGEMENT | Managing Director, Wealth Management

Green Bay, WI 54301

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CRD#: 1349892

Professional summary

Barry Joseph Martzahl, CFP®, CIMA® is a registered financial advisor currently at NICOLET WEALTH MANAGEMENT located in Green Bay, Wisconsin and PRIVATE CLIENT SERVICES, LLC located in Green Bay, Wisconsin.

Barry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Barry has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.

Question & Answer

What are your service offerings?

Philanthropic services

Trust & estate planning

Financial planning

Institutional consulting

Loans/credit services

Insurance

What is your current number of clients?

Greater than 100

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Boys & Girls Club of Green Bay. 1451 University Ave, Green Bay, WI 54302. Support Youth in Green Bay area. Board member & finance committee member. 2 hrs/mo; 2 during trading hrs. 2) Nicolet Advisory Services, LLC. 111 N Washington St, Green Bay, WI 54301. RIA. 160 hrs/mo; 160 during trading hrs. 3) Green Bay Area Catholic High School Foundation LTD. 610 Maryhill Dr, Green Bay, WI 54303. Foundation grants used to support Catholic education for high school students. 1 hr/mo; 1 during trading hrs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barry Joseph Martzahl's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1992

CIMA^®

Certified Investment Management Analyst

Experience

Current

October 6, 2022 - Present

NICOLET WEALTH MANAGEMENT

Office #1: 111 N. Washington Street, Green Bay, WI 54301

RIA

CRD#: 283940

Green Bay, WI

Current

November 11, 2022 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 111 N Washington, Green Bay, WI 54301

RIA

CRD#: 120222

Green Bay, WI

Past

June 1, 2009 - August 18, 2022

MORGAN STANLEY

RIA

CRD#: 149777

Green Bay, WI

Past

June 1, 2009 - August 18, 2022

MORGAN STANLEY

CRD#: 149777

Green Bay, WI

Past

July 31, 1993 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

GREEN BAY, WI

Past

July 31, 1993 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

GREEN BAY, WI

Past

May 14, 1988 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

March 20, 1985 - May 14, 1988

E. F. HUTTON & COMPANY INC

CRD#: 235

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NICOLET WEALTH MANAGEMENT

NICOLET ADVISORY SERVICES, LLC | NICOLET WEALTH MANAGEMENT, LLC | NICOLET WEALTH MANAGEMENT

CRD#: 283940 / SEC#: 801-108012

RIA

Registered Investment Advisory firm - (8/5/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(7/24/2023)

Michigan
(7/11/2025)

Minnesota
(4/17/2023)

North Carolina
(7/24/2023)

South Carolina
(7/24/2023)

Texas
(7/24/2023)

Utah
(7/24/2023)

Washington
(10/16/2024)

IAR

Wisconsin
(10/6/2022)

Wisconsin
(11/11/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/6/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/29/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 4/26/1985

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 3/16/1985

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

NICOLET WEALTH MANAGEMENT

NICOLET ADVISORY SERVICES, LLC | NICOLET WEALTH MANAGEMENT, LLC | NICOLET WEALTH MANAGEMENT

CRD#: 283940 / SEC#: 801-108012

RIA

Registered Investment Advisory firm - (8/5/2016 Approved)

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Contact information

Main Address

111 N. Washington Street, Green Bay, WI 54301

Mailing Address

Phone number

(920) 430-1400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NWM - RETIREMENT PLAN SERVICES (3/28/2025)

WRAP FEE BROCHURE FOR NICOLET ADVISORY SERVICES, LLC (3/28/2025)

Regulatory assets under management

Total Number of Accounts	8,809
AUM (Assets Under Management)	$ 3,849,158,087

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Barry J. Martzahl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barry Joseph Martzahl's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

E. F. HUTTON & COMPANY INC

Primary Firm SEC Registration

NICOLET WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 5/6/1992

Series 63

Date: 3/29/1985

SIE

Date: 10/1/2018

Series 3

Date: 4/26/1985

Series 7

Date: 3/16/1985

FINRA

Current Firm

NICOLET WEALTH MANAGEMENT

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NICOLET WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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