Unclaimed Profile

Julie Rae Nichols

WIPFLI FINANCIAL ADVISORS, LLC·MILWAUKEE, Wisconsin

Clean recordWIPFLI FINANCIAL ADVISORS, LLC

10000 INNOVATION DRIVE, MILWAUKEE, WI 53226CRD# 4549106Firm CRD# 109983

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Julie Rae Nichols · MILWAUKEE, WI

Registration

CRD #4549106 · WIPFLI FINANCIAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Julie Rae Nichols is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with WIPFLI FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WIPFLI FINANCIAL ADVISORS, LLC

AUM

$5.1B

Regulatory assets under management

Employees

118

Total firm employees

View all advisors at WIPFLI FINANCIAL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4549106

Firm CRD# 109983

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Julie Rae Nichols offer?

Julie Rae Nichols specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are Julie Rae Nichols's credentials?

Julie Rae Nichols is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Julie Rae Nichols located?

Julie Rae Nichols is based in MILWAUKEE, Wisconsin, working with WIPFLI FINANCIAL ADVISORS, LLC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

How does Julie Rae Nichols charge for services?

Julie Rae Nichols'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 WIPFLI FINANCIAL ADVISORS, LLC?

WIPFLI FINANCIAL ADVISORS, LLC has approximately 118 employees and manages $5.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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