JN
Julie Nichols
from Wipfli Financial Advisors, LLC
Julie Nichols is a financial advisor based in Wisconsin, Milwaukee,
with 23 years of experience. Julie currently works for
Wipfli Financial Advisors, LLC.
Julie maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Julie Nichols works at Wipfli Financial Advisors, LLC
Wipfli Financial Advisors, LLC is a financial advisory firm based in Milwaukee, Wisconsin. It currently has approximately $4,652,395,168 of assets under management and employs about 118 people. Wipfli Financial Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
11 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
10000 Innovation Drive, Suite 250, Milwaukee, Wisconsin, 53226
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