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Nicole Alysse Caizzo

Johnson Financial Group LLC

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About Nicole Alysse Caizzo

Nicole Alysse Caizzo is a financial advisor with Johnson Financial Group LLC and JFG Wealth Management, LLC, based in Denver, Colorado. Nicole has been in the financial industry for several years and has experience working with individual clients, families, and businesses. Nicole specializes in financial planning, portfolio management, and investment advisory services. Nicole is registered with the state of Colorado and holds the Series 6, Series 63, and Series 65 licenses.

Firm Information

Nicole Caizzo is currently registered with Johnson Financial Group LLC. Johnson Financial Group LLC is a Denver, CO-based investment advisor with $2,476,192,497 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors. The firm primarily serves high-net-worth individuals, charitable organizations, and pooled investment vehicles.
Johnson Financial Group LLC

1144 FIFTEENTH STREET

DENVER, CO 80202

$2.48B

Assets Under Management

Not reported

Total Clients

26

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office services

Family office services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nicole Caizzo’s Registration & Firm History

CO

11/24/2021 - Present

Johnson Financial Group LLC (DENVER CO)

CO

06/01/2016 - 10/27/2021

U.S. BANCORP INVESTMENTS, INC. (Littleton CO)

AZ

03/30/2015 - 05/24/2016

WELLS FARGO ADVISORS, LLC (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 06/12/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/07/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Nicole Alysse Caizzo. Review regulatory record here.
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