Adam E. Longlais
Professional summary
Adam E Longlais is a registered financial advisor currently at NICOLET WEALTH MANAGEMENT located in Green Bay, Wisconsin.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Adam has worked at 3 firms and has passed the Series 66, Series 55 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Adam E Longlais's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 4, 2019 - Present
NICOLET WEALTH MANAGEMENT
Office #1: 111 N. Washington St, Green Bay, WI 54301October 7, 2013 - March 22, 2019
KELLOGG ASSET MANAGEMENT, LLC
July 3, 2002 - August 9, 2005
ROBERT W. BAIRD & CO. INCORPORATED
Primary Firm SEC Registration
NICOLET WEALTH MANAGEMENT
CRD#: 283940 / SEC#: 801-108012
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/4/2019)
Exams
Series 55
Date: 10/8/2003
Limited Representative-Equity Trader ExamCurrent Firm
NICOLET WEALTH MANAGEMENT
CRD#: 283940 / SEC#: 801-108012
Contact information
SEC notice filing (19 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,809 |
| AUM (Assets Under Management) | $ 3,849,158,087 |
Red Flags
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Company Information
NICOLET WEALTH MANAGEMENT
CRD#: 283940Green Bay, WI 54301TRUST BUT VERIFY
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