AM
April M. Moeller
NICOLET WEALTH MANAGEMENT
Sturgeon Bay, WI 54235
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CRD#: 7239268
AM
Professional summary
April Marlene Kiehnau Moeller, who also goes by April Marlene Kiehnau, April Marlene Kiehnau-krauel, April Marlene Krauel, April Moeller, is a registered financial advisor currently at NICOLET WEALTH MANAGEMENT located in Sturgeon Bay, Wisconsin and PRIVATE CLIENT SERVICES, LLC located in Sturgeon Bay, Wisconsin.
April is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. April has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
April Marlene Kiehnau | April Marlene Kiehnau-Krauel | April Marlene Krauel | April Moeller
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) Egg Harbor Firefighter's Inc. 6964 State Hwy 42, Egg Harbor, WI 54235. 501C3 that benefits the Egg Harbor Fire Department. I pay bills/invoices, keep record of donations, help with fundraisers and handle all of the bank account financial duties. Attend board of directors' meetings and provide financial report. Pay bills/invoices, keep record of donations and handle all of the bank account financial duties. 2 hrs/mo; 0 during trading hrs. Not investment related. 2) Emergency Medical Responder. Town of Bailey's Harbor. 2393 County F, Bailey's Harbor, WI 54202. Respond, in a personal vehicle to 911 emergency medical/illness/accident calls when paged by dispatch to be first on scene to treat/help patients until ambulance and paramedics arrive in the Bailey's Harbor area. Certified in advanced emergency medical treatment and equipped with AED, O2 and an extensive amount of other medical supplies. 12 hrs/mo; 0 during trading hrs. Not investment related. 3) Emergency Medical Responder. Town of Egg Harbor-5242 County Road J, Sturgeon Bay, WI 54235. Municipal Services. Respond, in a personal vehicle to 911 emergency medical/illness/accident calls when paged by dispatch to be first on scene to treat/help patients until ambulance and paramedics arrive in the Egg Harbor area. Certified in advanced emergency medical treatment and equipped with AED, O2 and an extensive amount of other medical supplies. 12 hrs/mo; 0 during trading hrs. Not investment related. 4) Nicolet Advisory Services LLC. 111 N Washington Street, Green Bay, WI 54301. RIA. 40/week/ 40 during trading hrs.
CRS (Client Relationship Summary) - RIA
Click below to view April Marlene Kiehnau Moeller's 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®
NoneExperience
Current
May 13, 2024 - Present
NICOLET WEALTH MANAGEMENT
Office #1: 236 N. 4th Avenue, Sturgeon Bay, WI 54235RIA
CRD#: 283940
Sturgeon Bay, WI
Current
January 29, 2024 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 236 N 4th Avenue, Sturgeon Bay, WI 54235RIA
BD
CRD#: 120222
Sturgeon 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".
NW
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.RR
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
RR
California(8/12/2025)
RR
Florida(8/12/2025)
RR
Illinois(8/12/2025)
RR
Wisconsin(5/8/2024)
IAR
Wisconsin(5/13/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/27/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
NW
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)Upgrade to AdvisorCheck Premium
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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
70
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
NICOLET WEALTH MANAGEMENT
CRD#: 283940Sturgeon Bay, WI 54235TRUST BUT VERIFY
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