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Gestión patrimonial / Equipo de gestión patrimonial / Mike Steppe
Headshot of Mike Steppe, Chief Investment Officer at Nicolet Bank.
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Mike Steppe Chief Investment Officer

CFA

Mike Steppe es vicepresidente sénior y director de inversiones Oficial del Banco Nacional Nicolet. Tiene más de 40 años de experiencia en inversiones. Mike se ha especializado en banca y fijo. inversión de ingresos. Ha construido una sólida reputación por su conocimiento. en valores municipales, valores respaldados por hipotecas y bancos deuda subordinada.

En su tiempo libre, Mike ha impartido cursos de inversión en Universidad Marquette. Le gusta enseñar y trabajar con varias organizaciones sin fines de lucro (Guest House, Sinsinawa Dominicans y Escuela secundaria de la Universidad de Marquette).

Investment and insurance products:

  • Are Not FDIC Insured
  • May Lose Value
  • Are Not Bank Guaranteed
  • Are Not Deposits Are Not Guaranteed by Any Federal Government Entity
  • Are Not a Condition to Any Banking Service or Activity

Nicolet Advisory Services, LLC, is an investment adviser, registered with the U.S. Securities and Exchange Commission, and an affiliate of Nicolet National Bank. Nicolet Advisory Services, LLC recommends the brokerage and custodial services of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is not affiliated in any way with Nicolet National Bank or its affiliated companies.

Trust services are offered through Nicolet National Bank, a national bank with trust powers. Trust services utilizes SEI Private Trust Company ("SPTC") as its custody provider. SPTC is not affiliated in any way with Nicolet National Bank or its affiliated companies.

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.

Neither Nicolet Advisory Services nor its affiliates offer tax or legal advice. Investors should consult with their legal and tax professionals before making investment decisions.