Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Marie Wolfe is a registered Investment Advisor Representative for OneDigital Investment Advisors with an active license in Ohio. Nicole has been in the industry since 2018 and specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles. Nicole is also a board member of the JRC, a non-profit organization serving seniors and preschool children. Prior to joining OneDigital, Nicole was an Investment Advisor Representative for The Huntington Investment Company, where she served individuals and businesses.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
03/08/2024 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
OH
05/11/2018 - 07/06/2023
THE HUNTINGTON INVESTMENT COMPANY (CANTON OH)
IA
Issued 03/08/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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