Rachael NickelsenCRD 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.
Lpl Financial LLC
Cambridge Investment Research Advisors, Inc.
Lpl Financial LLC
|Raymond James Financial Services, Inc.||Lake Geneva, WI||Jan 2014 - Current||3|
|Raymond James Financial Services Advisors Inc.||Lake Geneva, WI||Jan 2014 - Current||3|
|Form Wealth Management, LLC||Lake Geneva, WI||Jan 2014 - Current||3|
|Lake Geneva Cruise Line||Lake Geneva, WI||May 1998 - Current||19|
|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|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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