Nicholas Docksey (CRD# 7088392) is an Investment Advisor Representative working at Edward Jones in Chippewa Falls, WI and has over 5 years of experience in the finance industry. Nicholas Docksey has taken additional exams to become a Certified Financial Planner (CFP®).
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 2019 - Current | 5 |
Wellbeats Inc. | St. Louis Park, MN | Apr 2017 - Mar 2019 | 1 |
Ambrion Inc. | St. Louis Psrk, MN | Feb 2017 - Apr 2017 | < 1 |
Ditech Financial LLC | Saint Paul, MN | Sep 2016 - Feb 2017 | < 1 |
Robert Half Corporation | St. Paul, MN | Jun 2016 - Sep 2016 | < 1 |
University Of Wisconsin - Madison | Madison, WI | Sep 2013 - Jun 2016 | 2 |
Chippewa Falls Municipal Pool | Chippewa Falls, WI | May 2015 - Aug 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- TX
- WI
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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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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