Marc
Hadley
Nicollet Investment Management, Inc
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About this Advisor
Marc Hadley is a certified financial planner based out of Minneapolis, Minnesota with 6 years of relevant experience. Hadley works at Nicollet Investment Management, Inc. Hadley has gained experience at Nicollet Investment Management, Inc and Wilkerson Resource Advisors. Hadley has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Minnesota. Nicollet Investment Management, Inc is a firm operating out of Minneapolis, MN. It handles $384 million in assets across its 772 client accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm serves four charities and foundations. Of its 772 accounts, 45% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically depend on the services provided. However, fees billed by Nicollet Investment Management, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nicollet Investment Management, Inc Brokerage Details
$384,343,951
9
772
$497,855
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Marc Hadley Work History
Marc has been registered as a financial advisor for 6 years.*
Nicollet Investment Management, Inc
Wilkerson Resource Advisors
*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 Marc Hadley 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 Nicollet Investment Management, Inc
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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.
