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Non-deposit products: Are not FDIC insured; Are not deposits; May lose value.
Gestión patrimonial / Equipo de gestión patrimonial / Tucker Paschen
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Tucker Paschen
920-729-6987
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Tucker Paschen Vicepresidente adjunto asesor financiero

Tucker Paschen es asesor financiero de Nicolet Wealth Management. Su experiencia con las finanzas La planificación, la dedicación a la construcción de relaciones y la utilización de un enfoque de equipo le brindan el conocimiento y capacidad para ayudar a los clientes de Wealth Management con sus estrategias financieras.

Tucker vive en Appleton con su esposa e hija. Disfrutan de los deportes y de pasar tiempo con la familia.

Tucker obtuvo una licenciatura de la Universidad de Wisconsin Oshkosh y un posgrado Licenciatura de la Universidad del Sur de Mississippi. Es un profesional del CFP® y participa activamente en creación de planes financieros personalizados para clientes de Wealth Management.

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.

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.

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.