Adam E Longlais

Financial advisor at Nicolet Wealth Management · Green Bay, WI

Last updated 2026-10-10

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Adam E Longlais is a financial advisor at Nicolet Wealth Management in Green Bay, WI, CRD 4205182. Licenses and exams on the registration: Series 66. IAPD registration began 2013-10-07.

Registration

CRD number
4205182
Registration status
Active
IAPD registration
2013-10-07
Industry Experience
13 years
Work Experience
17 years
States registered
WI

Licenses and exams

  • Series 66

Designations

  • Chartered Financial Analyst

Work history

  • 2009-07 to 2019-03 · Associated Trust Company · Green Bay, WI
  • 2019-03 to Present · Nicolet Advisory Services, LLC · Green Bay, WI

Current employment

SEC IAPD record for Adam E Longlais

Nicolet Wealth Management

Regulatory AUM
$4,293,915,904
Registered advisors
46
Offices
22
Clients per advisor
83.7 (Moderate)
Average AUM per client
$1.1M (Low)
High-net-worth client ratio
15.9% (Moderate)

Nicolet Wealth Management: advisors, services and reported ETF investments

About

Adam E Longlais is a Chartered Financial Analyst financial advisor at Nicolet Wealth Management in Green Bay, WI. Reported securities licenses include Series 66. The latest record indicates 13 years of industry experience and 17 years of reported work history. Reported roles include Nicolet Advisory Services, LLC, Associated Trust Company.

Nicolet Wealth Management's firm-level Form ADV reports 46 advisors across 22 offices; approximately 83.7 clients per advisor, average assets per client of $1,115,593, and regulatory AUM of $4.3B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Charitable organizations, State or municipal government entities, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.

PortfolioFuture's firm-level 13F analysis covers $962M across 113 reported ETF positions for the 2025-12-31 reporting period. These are firm-level disclosures, not investments attributed to Adam E Longlais personally.

Reported ETF positions

Nicolet Wealth Management reports 113 ETF positions worth $962M on Form 13F; the largest are listed.

Largest ETF positions reported by Nicolet Wealth Management
FundReported value
SPYM — State Street SPDR Portfolio S&P 500 ETF$295.3M
SPYV — State Street SPDR Portfolio S&P 500 Value ETF$70.3M
SPYG — State Street SPDR Portfolio S&P 500 Growth ETF$63.4M
AVEM — Avantis Emerging Markets Equity ETF$61.1M
ITOT — iShares Core S&P Total U.S. Stock Market ETF$46.8M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Nicolet Wealth Management on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management

Business and affiliations

  • Banking or Thrift Institution

Location

111 N. Washington St, Green Bay, WI 54301

1 advisor at this office.

Nicolet Wealth Management office in Green Bay, WI

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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