Kelsey Nicolai (CRD# 7245745) is an Investment Advisor Representative working at Edward Jones in Chippewa Falls, WI and has over 3 years of experience in the finance industry.
CRD# 1177018
Mckinley Money, LLC
CRD# 6867949
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6621851
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Apr 2020 - Current | 4 |
| Oak Ridge Chemical | Eau Claire, WI | Jan 2019 - Apr 2020 | 1 |
| Monat Global | Doral, FL | Oct 2017 - Feb 2020 | 2 |
| Bills Distributing | Menomonie, WI | Apr 2015 - Jan 2019 | 3 |
| Wildridge Golf Course | Eau Claire, WI | Dec 2012 - Jan 2016 | 3 |
| The Eau Claire Ale House | Eau Claire, WI | Jan 2014 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2020 |
- TX
- WI
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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