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Non-deposit products: Are not FDIC insured; Are not deposits; May lose value.
Wealth Management / Wealth Management Team / Joe Bennett
We would never recommend investments that we wouldn't use ourselves.
Headshot of Joe Bennett, a financial advisor at Nicolet Bank. Green Bay Downtown
920-882-3895
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Joe Bennett Financial Advisor

Joe Bennett is a Financial Advisor with Nicolet Wealth Management. Joe began his career in finance at a brokerage firm in 2018 where he worked to provide white glove service to ultra-high net worth clients by facilitating trading, and a variety of account servicing. This experience has given him district understanding of how the needs of each client vary and require a personal and tailored solutions. Joe strives to help clients achieve their financial goals and to live successful lives by pairing his passion for building meaningful relationships and his knowledge of trading and portfolio management.

Joe graduated with a Bachelor of Science in Business, as well as a Master of Business Administration from Grand Canyon University.  Along with his MBA, he currently holds a Series 7, 66, 9, and10 licenses.

Joe currently lives in Suamico with his wife, Jamie, and their three daughters. He enjoys a wide variety of outdoor activities including hunting, fishing, and camping.

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.