We understand that providing a wide array of financial products is a natural extension of the banking business. While not insured by any federal government agency, these products can play a role in your overall financial plan.
The registered investment professional* at our Investment Center can help you review the benefits and risks of each investment choice, and craft an appropriate portfolio that meets your personal needs and risk tolerance level. There are no guarantees in the investment world, but you can trust our Investment Center staff to be with you every step of the way.
Corey Sherf
Financial Consultant
Green Bay (920) 430-7347
corey.sherf@investfinancial.com
Ann Kasten
Investment Operations Manager
Green Bay (920) 617-5302
ann.kasten@investfinancial.com
*Are not FDIC insured. Are not guranteed by a Bank. May lose value.
INVEST Financial Corporation (INVEST), member FINRA/SIPC, a registered Broker Dealer and federally registered investment advisor is not affiliated with Nicolet National Bank. Securities, advisory services and certain insurance products are offered through INVEST and affiliated insurance agencies.
Important consumer information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security.
1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state: or (b) are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities, or (b) rendering personalized investment advice for compensation.
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