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).

By the Numbers
  • Total Assets Under Management
    343
    MILLION
  • Total Number of Accounts
    646
    ACCOUNTS
  • Average Account Value
    $530,300
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
  • Pension consulting services
  • 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 - 7 of 7 top financial advisors.
1
Kathy A. Carlson
CRD#: 2599989
800 Washington Avenue North, Suite 150, Minneapolis, MN 55401

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.

2
Shannon L. Clark
CRD#: 3155722
800 Washington Avenue North, Suite 150, Minneapolis, MN 55401

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.

3
Timothy S. Fahey
CRD#: 2591847
800 Washington Avenue North, Suite 150, Minneapolis, MN 55401

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.

4
Marc C. Hadley
CRD#: 1454947
800 Washington Avenue North, Suite 150, Minneapolis, MN 55401

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.

5
Nicholas K. Heyer
CRD#: 2221255
800 Washington Avenue North, Suite 150, Minneapolis, MN 55401

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.

6
Mark C. Hoonsbeen
CRD#: 2599964
800 Washington Avenue North, Suite 150, Minneapolis, MN 55401

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.

7
Nathan R. Travis
CRD#: 6249368
800 Washington Avenue North, Suite 150, Minneapolis, MN 55401

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.

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