Nicollet Investment Management, Inc.
Nicollet Investment Management, Inc. (CRD# 109401) is a financial advisory firm headquartered in Minneapolis, MN. They manage $342,574,114 in 646 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management343MILLION
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Total Number of Accounts646ACCOUNTS
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Average Account Value$530,300
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
IA, MN, ND, SD, WI
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.
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.
Timothy Fahey (CRD# 2591847) is an Investment Advisor Representative working at Nicollet Investment Management, Inc. in Minneapolis, MN and has over 25 years of experience in the finance industry.
Marc Hadley (CRD# 1454947) is an Investment Advisor Representative working at Nicollet Investment Management, Inc. in Minneapolis, MN and has over 34 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.
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.
Mark Hoonsbeen (CRD# 2599964) is an Investment Advisor Representative working at Nicollet Investment Management, Inc. in Minneapolis, MN and has over 17 years of experience in the finance industry.
Nathan Travis (CRD# 6249368) is an Investment Advisor Representative working at Nicollet Investment Management, Inc. in Minneapolis, MN and has over 6 years of experience in the finance industry.