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Rachael Ann Nickelsen

VOYAGER CAPITAL MANAGEMENT, LLC·LAKE GENEVA, Wisconsin
Unclaimed Profile
875 TOWNLINE RD., LAKE GENEVA, WI 53147CRD# 6077593Firm CRD# 124697
01

About

Rachael Ann Nickelsen is a registered financial advisor based in LAKE GENEVA, Wisconsin, affiliated with VOYAGER CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
VOYAGER CAPITAL MANAGEMENT, LLC
VOYAGER CAPITAL MANAGEMENT, LLC
AUM
$202M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at VOYAGER CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6077593
Firm CRD# 124697
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Rachael Ann Nickelsen offer?
Rachael Ann Nickelsen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE GENEVA, Wisconsin for a consultation.
What are Rachael Ann Nickelsen's credentials?
Rachael Ann Nickelsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rachael Ann Nickelsen located?
Rachael Ann Nickelsen is based in LAKE GENEVA, Wisconsin, working with VOYAGER CAPITAL MANAGEMENT, LLC. Their office serves clients in the LAKE GENEVA metropolitan area and surrounding communities.
How does Rachael Ann Nickelsen charge for services?
Rachael Ann Nickelsen'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 VOYAGER CAPITAL MANAGEMENT, LLC?
VOYAGER CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $202M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LAKE GENEVA
Robert Jay Anderson — VOYAGER CAPITAL MANAGEMENT, LLCSteven Perry Schwefel — GENEVA PARTNERS, LLCTyson Jon Ray — FORM WEALTH ADVISORS, LLCKimberly Susan Cochenour — FORM WEALTH ADVISORS, LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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