Rachael Nickelsen, financial advisor Lake Geneva WI
89 score

Rachael Nickelsen

CRD Number: 6077593
Current Firm: Raymond James Financial Services Advisors, Inc.

Rachael Nickelsen (CRD# 6077593) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lake Geneva, WI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services, Inc. Lake Geneva, WI Jan 2014 - Current 2
Raymond James Financial Services Advisors Inc. Lake Geneva, WI Jan 2014 - Current 2
Form Wealth Management, LLC Lake Geneva, WI Jan 2014 - Current 2
Lake Geneva Cruise Line Lake Geneva, WI May 1998 - Current 18
Wells Fargo Advisors, LLC Lake Geneva, WI May 2012 - Jan 2014 1
Lake Geneva Area Realty Lake Geneva, WI Feb 2012 - May 2012 < 1
My Piano Bar San Diego, CA Nov 2010 - Mar 2011 < 1
George Williams College Williams Bay, WI Nov 2007 - Aug 2010 2
Ecs Ministries Dubuque, IA Jul 2002 - May 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Rachael A. Nickelsen
Phone Number: 727-567-5877
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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