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Wealth Management / Wealth Management Team / Tom Hart
We would never recommend investments that we wouldn't use ourselves.
Tom Hart Green Bay Downtown
920-425-1413
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Tom Hart, CFP ® Financial Advisor

Tom Hart is a Financial Advisor with Nicolet Wealth Management. Tom started his career in the consulting industry in 2016 before joining Nicolet. Tom has demonstrated his knowledge and commitment to the profession by completing the extensive certification process for becoming a CFP® professional. Tom takes pride in creating meaningful relationships with his clients and upholding the highest standards of ethics and professionalism. As a Fiduciary, he focuses on his client’s personal and financial goals to build tailored financial solutions in the best interest of each client.

Tom currently lives in Allouez with his wife Hillary, daughter Lily and son George. He enjoys golfing, running along the Fox River and spending time with his family.

Tom graduated from the University of Wisconsin-Madison with a Bachelor’s Degree in Finance and Entrepreneurship. He holds the Series 65, Life and Health Insurance licenses.

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.