Nicollet Investment Management, Inc.

Nicollet Investment Management, Inc. (CRD# 109401) is a financial advisory firm headquartered in Minneapolis, MN. They manage $182,290,198 in 477 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    182
    MILLION
  • Total Number of Accounts
    477
    ACCOUNTS
  • Average Account Value
    $382,160
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA, MN, ND, SD, WI

Financial Advisors at Nicollet Investment Management, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Marc C. Hadley
CRD#: 1454947
100 North Sixth Street, Suite 150c, Minneapolis, MN 55403
96
Wealthminder
score

Marc Hadley (CRD# 1454947) is an Investment Advisor Representative working at Nicollet Investment Management, Inc. in Minneapolis, MN and has over 32 years of experience in the finance industry. Marc Hadley 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.

2
Mark C. Hoonsbeen
CRD#: 2599964
100 North Sixth Street, Suite 150c, Minneapolis, MN 55403
96
Wealthminder
score

Mark Hoonsbeen (CRD# 2599964) is an Investment Advisor Representative working at Nicollet Investment Management, Inc. in Minneapolis, MN and has over 14 years of experience in the finance industry.

3
Graydon R. Boeck
CRD#: 24652
100 North Sixth Street, Suite 150c, Minneapolis, MN 55403
93
Wealthminder
score

Graydon Boeck (CRD# 24652) is an Investment Advisor Representative working at Nicollet Investment Management, Inc. in Minneapolis, MN and has over 26 years of experience in the finance industry.

4
Shannon L. Clark
CRD#: 3155722
100 North Sixth Street, Suite 150c, Minneapolis, MN 55403
90
Wealthminder
score

Shannon Clark (CRD# 3155722) is an Investment Advisor Representative working at Nicollet Investment Management, Inc. in Minneapolis, MN and has 1 year of experience in the finance industry. Shannon Clark 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.

5
Kathy A. Carlson
CRD#: 2599989
100 North Sixth Street, Suite 150c, Minneapolis, MN 55403
87
Wealthminder
score

Kathy Carlson (CRD# 2599989) is an Investment Advisor Representative working at Nicollet Investment Management, Inc. in Minneapolis, MN and has 1 year of experience in the finance industry.

6
Nicholas K. Heyer
CRD#: 2221255
100 North Sixth Street, Suite 150c, Minneapolis, MN 55403
87
Wealthminder
score

Nicholas Heyer (CRD# 2221255) is an Investment Advisor Representative working at Nicollet Investment Management, Inc. in Minneapolis, MN and has 1 year of experience in the finance industry.

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