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Non-deposit products: Are not FDIC insured; Are not deposits; May lose value.
Wealth Management / Wealth Management Team / Erik Zurek
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Erik Zurek, CFA ® VP Senior Institutional Portfolio Manager

Erik Zurek is a Senior Institutional Portfolio Manager with Nicolet Wealth Management. He has over a decade of experience in various capacities of the investment industry, which include wealth portfolio management, investment strategy, and equity research at various financial institutions. Erik’s varied background provides an essential foundation for analyzing trends in ever-changing markets as a partner with institutional clients. In addition, he is a member with and supports the Nicolet Wealth Investment Committee with investment strategy across all asset classes. Erik earned a B.B.A. in economics from Loyola University-Chicago. He has earned the right to use the Chartered Financial Analyst (CFA ®) designation and is a member of the CFA Institute.

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.