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Rachael Ann Nickelsen

VOYAGER CAPITAL MANAGEMENT, LLC·LAKE GENEVA, Wisconsin
SIE, Series 7, Series 66CFPClean record13 years registeredVOYAGER CAPITAL MANAGEMENT, LLC
875 TOWNLINE RD., LAKE GENEVA, WI 53147CRD# 6077593Firm CRD# 124697

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rachael Ann Nickelsen · LAKE GENEVA, WI
Registration
CRD #6077593 · VOYAGER CAPITAL MANAGEMENT, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

BEACON POINTE ADVISORS, LLC
Nov 2025 – present
VOYAGER CAPITAL MANAGEMENT, LLC
Apr 2020 – Dec 2025
LAKE GENEVA, WI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Jan 2014 – Mar 2020
LAKE GENEVA, WI
WELLS FARGO ADVISORS, LLC
Jun 2013 – Jan 2014
LAKE GENEVA, WI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · June 13, 2013
Years registered · 13
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VOYAGER CAPITAL MANAGEMENT, LLC
CRD 124697 · SEC 801-62694
AUM
$202M
Regulatory assets under management
Employees
5
272 client accounts
Services offered by VOYAGER CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at VOYAGER CAPITAL MANAGEMENT, LLC →
Introduction

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05

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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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 at VOYAGER CAPITAL MANAGEMENT, LLC

Robert Jay Anderson
LAKE GENEVA, WI

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