Harbour Investments
44yrs
Top advisor by experience in Green Bay
5yrs
Samuel Scheer
Financial advisor at Nicolet Wealth Management
Based in Green Bay, Wisconsin, Samuel Scheer is a fiduciary financial advisor with 5 years of industry experience. Samuel has been with Nicolet Wealth Management since 2021. Nicolet Wealth Management offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 473 advisors with offices in Green Bay, and one of 429 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office111 N. Washington Street, Green Bay, WI 54301
How the firm is paid ?Percent of assets
Typical client at the firm ?$739,979
Advisors at the firm46
States licensed ?1 state
Services through Nicolet Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowNicolet Wealth ManagementCurrent firm
Contact Samuel
(920) 430-1400Nicolet Wealth Management main office 111 N. Washington StreetGreen Bay, WI 54301Office · Get directions Firm websiteHTTPS://WWW.NICOLETBANK.COM/WEALTH-MANAGEMENT
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Questions to ask Samuel
Tailored to Samuel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Samuel
How do I contact Samuel?
Call Nicolet Wealth Management at (920) 430-1400 and ask for Samuel Scheer. Samuel works from the Green Bay, WI office.
How long has Samuel been a financial advisor?
Samuel has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Samuel hold?
Series 66. Tap any license on this page to see what it allows.
Is Samuel a fiduciary?
Samuel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Samuel paid?
Nicolet Wealth Management reports being paid by a percentage of the assets they manage. Ask Samuel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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