Nicole
Caizzo
Johnson Financial Group LLC
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About this Advisor
Nicole Caizzo is a financial advisor operating out of Denver, Colorado with a total of 2 years of industry experience. Caizzo currently works for Johnson Financial Group LLC. Caizzo has gained experience at Wells Fargo Bank, Na, Wells Fargo Advisors, LLC, Hilton Hotels, Lucilles Smokehouse Bbq, U.S. Bank, U.S. Bancorp Investments, Inc and Johnson Financial Group LLC. Caizzo maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Colorado. Johnson Financial Group LLC is a registered investment firm headquartered in Denver, CO. The investment advisory business has offices in three locations and a total of 35 advisors. It manages $2 billion in total assets across its 704 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to one charities and foundations. Of its 704 client accounts, 94% are held by high-net-worth investors who have at least $1 million in assets. Johnson Financial Group LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial advice depend on the financial services. However, fees billed by Johnson Financial Group LLC can be comprised of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Johnson Financial Group LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1,998,763,352
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
35
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
704
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$2,839,152
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Nicole Caizzo Work History
Nicole has been registered as a financial advisor for 2 years.*
Johnson Financial Group LLC
U.S. Bank
U.S. Bancorp Investments, Inc
Wells Fargo Advisors, LLC
Wells Fargo Bank, Na
Hilton Hotels
Lucilles Smokehouse Bbq
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nicole Caizzo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Johnson Financial Group LLC
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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