Wealth Management / Wealth Management Team / Rachel Patterson
We would never recommend investments that we wouldn't use ourselves.
Rachel Patterson Green Bay Downtown
920-617-8196
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Rachel Patterson Financial Advisor

With over 7 years of experience in the financial services industry, Rachel is dedicated to helping individuals plan for and reach their financial goals.

Growing up on a farm in rural Wisconsin instilled in Rachel a strong work ethic and a deep appreciation for community values. Now residing in Green Bay with her husband and their dog, Walker Texas Ranger, she continues to embrace these values in her professional and personal life.

Her passion for helping others is what drove her to pursue a career as a financial advisor. She is committed to guiding her clients through their financial journeys, ensuring they have the knowledge and support they need to make informed decisions.

Rachel graduated from the University of Wisconsin-River Falls with a degree in Business Administration and Management. She currently holds the Series 65 license, which allows her to provide investing and financial advice. In her free time, she enjoys running, traveling, reading, and spending quality time with her family

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.