Rachael Nickelsen (AWMA, CFP®, MBA)

Rachael Nickelsen focuses in the
following client markets or areas of practice:

  • AUM
  • Cash Flow/Budgets/Credit Issues
  • Financial Psychology/Coaching
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

NAPFA Start Date

April 10, 2020

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This Office

875 Townline Rd Unit 100 Lake Geneva, WI 53147-5517 Phone: (262) 348-9981