Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Wiltgen is a financial advisor with Cetera Investment Advisers LLC, a large financial firm with over 100 billion dollars under management. Nicole has worked in the financial services industry since 2010 and is licensed to provide investment advice in Iowa, Minnesota, Nebraska, and Wisconsin. Nicole can help you with financial planning, portfolio management, and pension consulting. She also provides educational seminars and helps clients select other financial advisors. In addition to her work as a financial advisor, Nicole is also a fitness instructor, notary public, and business owner.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IA
08/10/2023 - Present
Cetera Investment Advisers LLC (CALMAR IA)
IA
09/02/2010 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (CALMAR IA)
IA
Issued 10/18/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/13/2011
Series 7 - General Securities Representative Examination
BC
Issued 9/1/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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