Nicole WirickCRD Number: 5394960
Current Firm: Planning Alternatives Ltd
Nicole Wirick (CRD# 5394960) is an Investment Advisor Representative working at Planning Alternatives Ltd in Bloomfield Hills, MI and has over 10 years of experience in the finance industry. Nicole Wirick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Pathway Financial Planning
Plante Moran Financial Advisors
Tamma Capital LLC
|Planning Alternatives Ltd.||Bloomfield Hills, MI||Jan 2015 - Current||3|
|Wealthcare Advisors||Bloomfield Hills, MI||Jan 2015 - Feb 2018||3|
|J.j.b. Hilliard W.l. Lyons, LLC||Birmingham, MI||Mar 2013 - Dec 2014||1|
|Cig Securities, Inc.||Southfield, MI||Apr 2012 - Mar 2013||< 1|
|Cig Corporation||Southfield, MI||Apr 2012 - Mar 2013||< 1|
|Cig Asset Management, Inc.||Southfield, MI||Apr 2012 - Mar 2013||< 1|
|Comerica Bank||Detroit, MI||Jun 2011 - Apr 2012||< 1|
|Ubs Financial Services Inc.||Farmington Hills, MI||Jul 2007 - Jun 2011||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Total Assets Under Management1,002MILLIONS
Total Number of Accounts2,198ACCOUNTS
Average Account Value$455,771
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, GA, IL, IN, MA, MI, NC, NY, OH, PA, TN, TX
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