Patrick J. Madson

NICOLET WEALTH MANAGEMENT

Green Bay, WI 54301

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CRD#: 4411649

Professional summary

Patrick Joseph Madson, CFP® 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.

Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Patrick has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

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) Nicolet Advisory Services, LLC, 111 N. Washington Street, Green Bay, WI 54301. Investment advisory rep. 100 hrs/month, 80 during trading hrs. 2) Fruit of the Sea, LLC. 3605 Beachmont Rd, DePere, WI 54115. LLC established for a passive investment purpose and used for purchase of shares in a private food distribution business. Managing Member of LLC. No involvement in operating entity purchased. 0 hrs/mo; Not investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Joseph Madson'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: 2009

Experience

Current

December 19, 2017 - Present

NICOLET WEALTH MANAGEMENT

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

RIA

CRD#: 283940

Green Bay, WI

Current

January 2, 2018 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 111 N Washington, Green Bay, WI 54301Office #2: 1010 W Clairemont Ave, Eau Claire, WI 54701

RIA

CRD#: 120222

Green Bay, WI

Past

January 29, 2003 - December 31, 2017

SII INVESTMENTS, INC.

RIA

CRD#: 2225

GREEN BAY, WI

Past

January 28, 2003 - December 31, 2017

SII INVESTMENTS, INC.

CRD#: 2225

GREEN BAY, WI

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

Arizona
(1/2/2018)

Arkansas
(1/2/2018)

California
(1/2/2018)

Florida
(1/2/2018)

Illinois
(3/15/2024)

Indiana
(1/2/2018)

Michigan
(1/2/2018)

Minnesota
(1/2/2018)

South Carolina
(8/14/2018)

Tennessee
(4/19/2023)

Texas
(1/2/2018)

Washington
(1/2/2018)

IAR

Wisconsin
(12/19/2017)

Wisconsin
(1/2/2018)

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 66

Date: 7/16/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/18/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/27/2003

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.

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Patrick J. Madson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Joseph Madson's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

SII INVESTMENTS, INC.

SII INVESTMENTS, INC.

Primary Firm SEC Registration

NICOLET WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 7/16/2003

Series 63

Date: 1/18/2002

SIE

Date: 10/1/2018

Series 7

Date: 1/27/2003

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

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