Samuel Scheer
Professional summary
Samuel Scheer, who also goes by Sam Scheer, 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.
Samuel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Samuel has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Samuel Scheer's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 15, 2021 - Present
NICOLET WEALTH MANAGEMENT
Office #1: 111 N. Washington Street, Green Bay, WI 54301August 27, 2021 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 111 N Washington, Green Bay, WI 54301Primary 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.
Visual representation of state registrations
(4/5/2022)
(8/19/2024)
(5/10/2023)
(7/10/2024)
(3/25/2022)
(12/8/2022)
(7/15/2024)
(7/15/2024)
(10/15/2021)
(1/20/2022)
Exams
Series 7TO
Date: 8/27/2021
General Securities Representative ExaminationFINRA
Current 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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