Nicole Becker (CRD# 5639814) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 15 years of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 4997609
Advisors Management Group Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Packerland Brokerage Services | Green Bay, WI | Jul 2020 - Current | 3 |
| Nicole Becker Insurance & Financial Services | Holmen, WI | Apr 2006 - Current | 18 |
| Principal Life Insurance Company | Holmen, WI | Apr 2018 - Jul 2020 | 2 |
| Principal Securities Inc. | Holmen, WI | Apr 2018 - Jun 2020 | 2 |
| Mutual Of Omaha Investor Services | Ettrick, WI | Jun 2008 - Apr 2018 | 9 |
| Self Employed | Ettrick, WI | Apr 2006 - Apr 2018 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2009 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
- IA
- MN
- WI
-
Total Assets Under Management854MILLIONS
-
Total Number of Accounts4,831ACCOUNTS
-
Average Account Value$176,825
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, 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, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.