Wealth Management / Wealth Management Team / Barry Martzahl
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Barry Martzahl Green Bay Downtown
920-882-1586
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Barry Martzahl CFP®, CIMA® Managing Director

Barry Martzahl is a Managing Director with Nicolet Wealth Management. He has nearly four decades of investment experience in advising private clients and institutional investors. He has extensive experience in portfolio management, portfolio construction and risk management techniques. Barry is also a member of the Nicolet Wealth Investment Committee.

Barry appeared on the Barron’s list of the Top 1200 Financial Advisors in America from 2011 to 2022 and was recognized as one of America’s Top Wealth Advisors by Forbes magazine from 2018 to 2022. He volunteers his time and leadership to several organizations and currently serves as a Trustee of the Boys and Girls Club of the Bay and Lakes region and the Green Bay Area Catholic High School Foundation. In the past he has served on the Finance Committee of Resurrection Parish, Jackie Nitschke Center Board and volunteered for the Bay Lakes Council Boy Scouts of America. He and his wife Cheryl co – chaired the Notre Dame Academy Tritonfest for several years and were recognized in 2022 with the Notre Dame Academy Founder’s Award.

Barry received his BBA in Finance from the University of Wisconsin- Oshkosh, where he also was a member of the track team. He completed coursework at the Wharton Business School at the University of Pennsylvania and is a Certified Financial Planner.

Barry and his wife reside in DePere and have 4 wonderful sons and one beautiful granddaughter.

Barron’s: Top 1,200 Financial Advisors in America. Barron’s magazine selects its “Top 1,200 Financial Advisors in America” from a pool of over 6,000 nominations using quantitative and qualitative criteria. Advisors in the Top 1,200 Financial Advisors list have a minimum of seven years of financial services experience. Qualitative factors include, but are not limited to, compliance record and philanthropic work. Investment performance is not a criterion. The rating is not representative of any one client’s experience and is not indicative of the financial advisor’s future performance. Barron’s does not receive compensation in exchange for being included on this list. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.

Forbes: America’s Top Wealth Advisors. Forbes publishes its list of “America’s Top Wealth Advisors” annually from August-September, based on data as of the end of March/June of that year. Data is provided by SHOOK Research, LLC. America’s Top Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings and an algorithm that factors, among other considerations, client retention, industry experience, compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Investment performance is not a criterion because, among other reasons, client objectives and risk tolerances vary. Rankings are based on the opinions of Forbes and are neither representative nor indicative of any one client’s experience, past or future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. Neither Forbes nor SHOOK Research receive compensation in exchange for being included on this list. For more please see www.SHOOKresearch.com. SHOOK is a registered trademark of Shook Research, LLC. All rights reserved.

 

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.