Justin Regnier es gerente de cartera de riqueza en Nicolet Wealth Management. Inmediatamente después de graduarse de la universidad, Justin comenzó su carrera en la industria financiera. Su experiencia con la inversión. la investigación, la gestión de carteras individuales e institucionales, la supervisión de inversiones y la planificación financiera le brindan el conocimiento para ayudar a los clientes con sus necesidades financieras. Justin es miembro del Comité de Inversiones de Nicolet que asiste en la construcción de carteras, así como también del Equipo de Investigación de Inversiones que completa la diligencia debida de los gerentes.
Justin obtuvo su Licenciatura en Administración de Empresas en Finanzas y Economía de la Universidad de Wisconsin-Eau Claire. También es titular de la CFA.
Investment and insurance products:
Nicolet Advisory Services, LLC, is an investment adviser, registered with the U.S. Securities and Exchange Commission, and an affiliate of Nicolet National Bank.
Advisory services offered through Nicolet Advisory Services, LLC, a Registered Investment Advisor. Securities and insurance products offered through Private Client Services ("PCS"), member FINRA/SIPC. PCS is not affiliated with Nicolet National Bank, Nicolet Wealth Management or Nicolet Advisory Services.
Trust services are offered through Nicolet National Bank, a national bank with trust powers.
Past market activity is not indicative of future results, and changes in any assumptions may have a material effect on projected outcomes. Investing in securities entails risk, and the potential for losing money always exists when investing in securities. Asset allocation, rebalancing, and asset diversification will not ensure account protection in a declining market, and cannot be relied upon to enhance gains in a rising market.
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