Naveen Paul Sharma
Investment adviser representative at Nicollet Investment Management, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$557.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Nicollet Investment Management, Inc.Jun 2024 to now
- U.S. Bancorp Investments, Inc.Jun 2022 to May 2024
- U.S. BankApr 2021 to May 2024
- JPMorgan Securities, LLC.Jan 2018 to Apr 2021
- Bayswater-wealth ManagementApr 2017 to Dec 2017
- Managed Account Services LLCFeb 2017 to Nov 2017
- Ipc Private Wealth Partners, LLCJul 2016 to Dec 2017
- Kingfisher Family Wealth, LLCJul 2016 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Nicollet Investment Management, Inc.
$557.4MAssets managed
301Clients
6Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2144056
- Firm CRD
- 109401