Broker Check
 
Nick Zerillo, RICP®

Nick began his career as a Financial Advisor in 2001 at AXA Advisors, LLC. He quickly learned about the importance of financial planning, and realized what the impact it can have on someone’s life. In 2012 Nick opened Sovereign Financial Group, LLC and has continued to expand and enhance the services offered. As a true independent advisor, Nick is able to offer unbiased recommendations and impartial guidance to his clients, based directly on what best serves them. Currently he is pursuing the Chartered Financial Consultant (ChFC®) designation.

Nick’s true passion lies in his desire to make a difference for his clients and serve them with honesty and integrity. No matter what your financial situation or experience may be, he is here to counsel and assist you in making the best decisions to help you, your family and your future. Nick truly believes that we are all “Created to Serve” each other and our community. He would be privileged to earn your trust and help you navigate through the financial needs and changes in your life.

As an active member of the community, Nick serves multiple roles at his church, has coached girls softball for many years and volunteers for multiple charities. He has resided in the Green Bay area for the majority of his life, and loves spending time with his amazing wife and three beautiful daughters. When he can find the time, Nick also enjoys spending time on the golf course.

Designations/Licenses:

  • Retirement Income Certified Professional (RICP)
  • FINRA – Series 7 and Series 66 Licenses
  • Life and Health Insurance Licenses

Memberships:

  • Optimist Club of Green Bay
  • Estate Planning Council of NE Wisconsin
  • Children’s Hospital of Wisconsin Guardian Society