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Non-deposit products: Are not FDIC insured; Are not deposits; May lose value.
Wealth Management / Wealth Management Team / Nathan Ongemach
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Nathan Ongemach Portfolio Manager

Nathan Ongemach is a Portfolio Manager at Nicolet Wealth Management. He has over ten years of experience in the financial services industry, with half those years focusing on wealth management. At Nicolet, Nathan assists with researching and selecting investment managers, as well as portfolio review and trading. Nathan earned his Bachelor of Science in Finance and Economics from the University of Wisconsin Stevens Point. He currently holds the Series 7, Series 65 and Series 57 licenses, and is pursuing to be a Chartered Financial Analyst (CFA) charter holder.

Most of Nathan’s time outside of work is spent with his wife and dogs, enjoying outdoor activities, and traveling.

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.