Kyle E. Brunette

NICOLET WEALTH MANAGEMENT

GREEN BAY, WI 54301

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CRD#: 5088508

Professional summary

Kyle Edward Brunette 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.

Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Kyle has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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, 3091 Voyager Dr, Green Bay, WI, 54311. Investment advisory rep, 130 hrs/month, 120 hrs during trading time. 2. Non-investment related insurance sales through various carriers. 3. POA for my mother's investment account. Mother's investment account. POA 4 hrs/mo; 2 during trading hrs. Investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Edward Brunette'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®

None

Experience

Current

April 24, 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 54301

RIA

CRD#: 120222

Green Bay, WI

Past

July 14, 2017 - December 31, 2017

SII INVESTMENTS, INC.

RIA

CRD#: 2225

GREEN BAY, WI

Past

October 28, 2016 - December 31, 2017

SII INVESTMENTS, INC.

CRD#: 2225

GREEN BAY, WI

Past

July 7, 2011 - October 26, 2016

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

LUXEMBURG, WI

Past

May 19, 2010 - October 26, 2016

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

LUXEMBURG, WI

Past

August 25, 2009 - April 30, 2010

CATHOLIC FINANCIAL SERVICES CORPORATION

CRD#: 37185

MILWAUKEE, WI

Past

March 10, 2006 - April 24, 2009

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

WEST BEND, 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

Florida
(1/2/2018)

Illinois
(7/11/2022)

Indiana
(7/2/2020)

Nevada
(9/25/2024)

South Carolina
(5/29/2025)

Virginia
(1/16/2024)

IAR

Wisconsin
(4/24/2017)

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 65

Date: 4/28/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/27/2006

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: 1/6/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/20/2006

Investment Company Products/Variable Contracts 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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Advisor Monitoring

Firm Stability Insights

Kyle E. Brunette

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Edward Brunette's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

SII INVESTMENTS, INC.

SII INVESTMENTS, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

CATHOLIC FINANCIAL SERVICES CORPORATION

WOODBURY FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

NICOLET WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 4/28/2011

Series 63

Date: 2/27/2006

SIE

Date: 10/1/2018

Series 7

Date: 1/6/2011

Series 6

Date: 2/20/2006

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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