Nicholson Capital Management, Inc.
Nicholson Capital Management, Inc. (CRD# 105580) is a financial advisory firm headquartered in Kansas City, MO. They manage $103,214,939 in 306 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management103MILLION
Total Number of Accounts306ACCOUNTS
Average Account Value$337,304
- 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
CO, KS, LA, MO, TX, WI
Jennifer Nicholson (CRD# 2044940) is an Investment Advisor Representative working at Nicholson Capital Management, Inc. in Kansas City, MO and has over 22 years of experience in the finance industry. Jennifer Nicholson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Susanne Meyer (CRD# 5290915) is an Investment Advisor Representative working at Nicholson Capital Management, Inc. in Kansas City, MO and has over 9 years of experience in the finance industry.