Non-deposit products: Are not FDIC insured; Are not deposits; May lose value.
Wealth Management / Wealth Management Team / Adam Longlais
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Adam Longlais Chief Investment Officer Senior Vice President

Adam Longlais is the Chief Investment Officer of Nicolet Wealth Management. Adam has over 25 years of experience in identifying attractive investment opportunities in various capital markets. He has a wide-ranging scope of experience encompassing investment research, portfolio construction, and trading at various leading financial institutions.  Adam leads the Nicolet Wealth Management Investment Committee, and by doing so, oversees the model portfolios used with many clients. 

Adam currently serves on the Board of Directors for the Friends of Bay Beach Amusement Park and the Indiana University Kelley School of Business Reese Fund. Adam received his BBA in Finance from the Lubar School of Business at the University of Wisconsin-Milwaukee, and an MBA in Finance and Accounting from the Kelley School of Business at Indiana University. He holds both CFA and CAIA professional designations, as well as the CFA Institute Private Markets and Alternative Investment Certificate. He enjoys solving complex financial situations with practical portfolio solutions.

Adam lives in De Pere with his wife and two children. They enjoy family time and are involved in various outdoor activities.

Investment and insurance products are subject to risks, including possible loss of principal, and are:
• NOT FDIC insured  • NOT insured by any federal government agency
• NEITHER deposits or other obligations of, NOR guaranteed by, Nicolet National Bank or any of its affiliates.

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 and retirement plan level services 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.