Nicolette Kulach
Investment adviser representative at Mesirow Financial Investment Management, Inc.
13 yearsExperience
1 stateRegistered in
$50.4BFirm assets
40 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Mesirow Financial Investment Management, Inc.Sep 2023 to now
- Mesirow Wealth ManagementMar 2023 to now
- UnemployedNov 2022 to Mar 2023
- The Mather GroupJan 2020 to Nov 2022
- Fred Krehbiel - ResidenceAug 2019 to Jan 2020
- The Mather GroupMay 2019 to Aug 2019
- Fred Krehbiel - ResidenceJan 2018 to May 2019
- Full-time StudentJan 2013 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
Mesirow Financial Investment Management, Inc.
$50.4BAssets managed
90,291Clients
88Advisers
40 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
- 7704888
- Firm CRD
- 111135