Julie Nichols, PFS, CPA

Milwaukee, Wisconsin, 53226
advisor

Member Since 2004

We help people define, plan for, and achieve their financial goals using a client centered approach. We provide fee-only investment management consulting and comprehensive financial planning services for individuals and families. We enjoy learning our clients\' personalities, needs, and priorities as a first step. After developing a thorough understanding of client objectives, we recommend specific strategies, and then take action with their approval.
Contact Julie
 
 

My Location

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 Background Information

  • Years of Financial Experience

    • 18

  • Education

    • University of Wisconsin - Milwaukee (BBA)

  • Certifications and Designations

    • PFS
    • CPA

  • Association Memberships

    • American Institute of CPA\'s
    • Wisconsin Institute of CPA\'s

  • Methods of Compensation

    • Financial Planning: Asset-based fee, Hourly fee
    • Investment Services: Asset-based fee, Hourly fee

  • Full Disclosure

    • I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.

  • Primary Custodian(s)

    • Charles Schwab Institutional

  • Types of Financial Reports

    • Performance Report (Monthly)
    • Custodial Report (Monthly)

  • Additional Business Practices

    • I provide a written agreement to clients before I provide any advice or services.
    • I work with remote clients over the telephone and Internet
    • My clients have online access to their financial data
    • I review my clients' financial plans with them quarterly
    • I review my clients' investment portfolios with them quarterly
 

  • Registration & Licensing

    • CRD/IARD Number: 4549106
    • Securities Registrations: Series 65
    • Insurance Licenses: None

  • Company Names

    • Registered Investment Advisor: Wipfli Hewins Investment Advisors
    • Broker/Dealer: None

  • Fiduciary Status

    • Acknowledged Fiduciary in advisory relationships

  • Compliance Record

    • No Disclosures

  • Criminal Record

    • No Disclosures

  • Registered or licensed to provide financial advice, services, and products

    • Illinois
    • Wisconsin

  • Planning Services

    • Financial Planning, Retirement, College Funding, Estate, Charitable, Tax

  • Investment Services

    • Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies

  • Investment Products

    • None
 
Contact Julie
 
Visit Website - http://www.wipflihewins.com

Minimum Asset Requirement

  • $1,000,000

Types of Clients

  • Individuals & Families
  • Businesses
  • Corporate Pension Funds
  • Nonprofit Organizations

Professional Services

  • Planning
  • Investment Advice