Nicole
Wilken
Financial Perspectives
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About this Advisor
Nicole Wilken is a financial advisor based in Minneapolis, Minnesota, working with Financial Perspectives. Nicole has previously held positions at Financial Perspectives, Inc and Purshe Kaplan Sterling Investments. Nicole has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Minnesota. Currently, Nicole is part of Financial Perspectives, which operates out of Minneapolis, Minnesota. The firm has 2 offices and 13 employees. The firm manages assets totaling $864.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Financial Perspectives includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Financial Perspectives Brokerage Details
$864,619,491
13
1,672
$517,117
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Nicole Wilken Work History
Purshe Kaplan Sterling Investments
Financial Perspectives, Inc
Disclosures
Please visit the SEC profile of Nicole Wilken 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 Financial Perspectives
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 6/19/2024. 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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