Nicole Lynn Becker
Investment adviser representative at Packerland Brokerage Services, Inc.
20 yearsExperience
3 statesRegistered in
$1.4BFirm assets
14 yearsFirm in business
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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
20 years in the industry.
- Packerland Brokerage Services, Inc.Jul 2020 to now
- Nicole Becker Insurance & Financial ServicesApr 2006 to now
- Principal Life Insurance CompanyApr 2018 to Jul 2020
- Principal Securities IncApr 2018 to Jun 2020
- Mutual of Omaha Investor ServicesJun 2008 to Apr 2018
- Self EmployedApr 2006 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 3 states (IA, MN, WI).
Packerland Brokerage Services, Inc.
$1.4BAssets managed
4,868Clients
177Advisers
14 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
- 5639814
- Firm CRD
- 37031