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AR

Ariel Reque

NICOLET WEALTH MANAGEMENT
Marquette, MI 49855
Some features on this profile are disabled
CRD#: 7481025
AR
Ariel RequeNICOLET WEALTH MANAGEMENT

Professional summary

Ariel Reque, who also goes by Ariel Kristine Reque, is a registered financial advisor currently at NICOLET WEALTH MANAGEMENT located in Marquette, Michigan and PRIVATE CLIENT SERVICES, LLC located in Marquette, Michigan.

Ariel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Ariel has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Aliases

Ariel Kristine Reque

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ariel Reque'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

May 18, 2026 - Present

NICOLET WEALTH MANAGEMENT

Office #1: 857 W Washington St, Marquette, MI 49855
RIA
CRD#: 283940
Marquette, MI
Current

June 11, 2026 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 857 W Washington Street, Marquette, MI 49855
RIA
BD
CRD#: 120222
Marquette, MI
Past

October 5, 2023 - July 6, 2026

CG ADVISORY SERVICES

RIA
CRD#: 110929
Marquette, MI
Past

November 9, 2022 - October 30, 2023

NICOLET WEALTH MANAGEMENT

RIA
CRD#: 283940
Marquette, MI
Past

February 3, 2022 - February 6, 2023

PRIVATE CLIENT SERVICES, LLC

BD
CRD#: 120222
Marquette, MI

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.

Highlighted states indicate IAR registrations

IAR
Michigan
(5/18/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/18/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/3/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/27/2021
Securities Industry Essentials Examination
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)
Loading...

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 (17 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 Accounts8,809
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.

Company Information

NICOLET WEALTH MANAGEMENT

CRD#: 283940Marquette, MI 49855

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