Susan Jalics Becker
Investment adviser representative at Nicollet Investment Management, Inc.
16 yearsExperience
1 stateRegistered in
CFADesignation
$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
16 years in the industry.
- Nicollet Investment Management, Inc.Nov 2021 to now
- HomemakerJan 2010 to Nov 2021
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 4873242
- Firm CRD
- 109401