AdvisorOS Directory
Claim Profile
Unclaimed Profile
NW

Nicole Lynn Wilken

FINANCIAL PERSPECTIVES, INC.·MINNEAPOLIS, Minnesota
Clean recordFINANCIAL PERSPECTIVES, INC.
3300 FERNBROOK LN N, MINNEAPOLIS, MN 55447-5341CRD# 3208617Firm CRD# 135549

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nicole Lynn Wilken · MINNEAPOLIS, MN
Registration
CRD #3208617 · FINANCIAL PERSPECTIVES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Nicole Lynn Wilken is a registered financial advisor based in MINNEAPOLIS, Minnesota, affiliated with FINANCIAL PERSPECTIVES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Nicole

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Nicole is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
FINANCIAL PERSPECTIVES, INC.
FINANCIAL PERSPECTIVES
AUM
$865M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at FINANCIAL PERSPECTIVES, INC. →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3208617
Firm CRD# 135549
View on FINRA BrokerCheck →

Looking for a financial advisor in MINNEAPOLIS?

Browse all registered financial advisors in MINNEAPOLIS, Minnesota or claim this profile if it's yours.

Browse MINNEAPOLIS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Nicole Lynn Wilken offer?
Nicole Lynn Wilken specializes in Financial Planning, Investment Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.
What are Nicole Lynn Wilken's credentials?
Nicole Lynn Wilken is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicole Lynn Wilken located?
Nicole Lynn Wilken is based in MINNEAPOLIS, Minnesota, working with FINANCIAL PERSPECTIVES, INC.. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.
How does Nicole Lynn Wilken charge for services?
Nicole Lynn Wilken's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL PERSPECTIVES, INC.?
FINANCIAL PERSPECTIVES, INC. has approximately 13 employees and manages $865M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at FINANCIAL PERSPECTIVES, INC.

David William Dugan
MINNEAPOLIS, MN
Daniel James Dugan
MINNEAPOLIS, MN

More Advisors in MINNEAPOLIS, Minnesota

David Don Deming
ASYMMETRIC CAPITAL MANAGEMENT, LLC.·MINNEAPOLIS, MN
Jacob Paul Mercer
WHITEBOX ADVISORS LLC·MINNEAPOLIS, MN
Robert Pierson Rinek
PSC CAPITAL PARTNERS LLC·MINNEAPOLIS, MN
Ann Marie Schmid
PJC CAPITAL PARTNERS LLC·MINNEAPOLIS, MN
Gregory James Meyer
PJC CAPITAL PARTNERS LLC·MINNEAPOLIS, MN
Robert Jay Rubenstein
MARQUETTE ASSET MANAGEMENT, LLC·MINNEAPOLIS, MN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)WAYZATA (91)EDEN PRAIRIE (48)ARDEN HILLS (38)SAINT PAUL (36)MAPLE GROVE (23)
City Guides
MINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Request removal of this profile