Nicole Nickel
Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
12 years in the industry.
- LPL Financial LLCJul 2025 to now
- Next Financial GroupSep 2024 to Jul 2025
- Kohler CoJul 2022 to Oct 2024
- Interactive ResourcesJan 2022 to Jul 2022
- BMO Harris Bank NAMay 2018 to Dec 2021
- Associated Bank CorpNov 2016 to May 2018
- 2020 CompaniesMay 2014 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (WI).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7981134
- Firm CRD
- 6413