Rachel A. Patterson
Professional summary
Rachel Ann Patterson, who also goes by Rachel Ann Rahmlow, 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.
Rachel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Rachel has worked at 2 firms and has passed the Series 65, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rachel Ann Patterson's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 5, 2024 - Present
NICOLET WEALTH MANAGEMENT
Office #1: 111 N. Washington Street, Green Bay, WI 54301October 21, 2025 - 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.
Highlighted states indicate IAR registrations
(1/5/2024)
Exams
Series 7TO
Date: 10/21/2025
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
NICOLET WEALTH MANAGEMENT
CRD#: 283940Green Bay, WI 54301TRUST BUT VERIFY
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