Nicole WiltgenCRD Number: 5447297
Current Firm: Securian Financial Services, Inc.
Nicole Wiltgen (CRD# 5447297) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Hiawatha, IA and has over 7 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Nations Financial Group, Inc.
|Securian Financial Services, Inc.||St Paul, MN||Oct 2011 - Current||6|
|Securian Advisors Of Mid America||Hiawatha, IA||Oct 2011 - Current||6|
|Minnesota Life Ins Co||St Paul, MN||Oct 2011 - Current||6|
|Securian Financial Service, Inc.||St Paul, MN||Sep 2009 - Oct 2011||2|
|Securian Advisors Of Mid America||Hiawatha, IA||Nov 2007 - Oct 2011||3|
|Securian Financial Services Inc.||St. Paul, MN||Nov 2007 - Sep 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2011|
|S65||NASAA Investment Advisors Law Examination||Oct 2011|
Total Assets Under Management7,655MILLIONS
Total Number of Accounts33,011ACCOUNTS
Average Account Value$231,901
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV