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Nicole R Meihofer

Aurelien Capital Partners

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About Nicole R Meihofer

Nicole Meihofer is a financial professional with experience in the financial services industry. Nicole holds the Series 7, Series 66, and SIE licenses and is registered in Illinois. She is currently affiliated with Aurelien Capital Partners. Nicole has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Fort Point Capital Partners, LLC, and Annie & Oliver, LLC. Nicole provides financial planning and portfolio management services to individuals and high net worth individuals. Nicole is also the owner and founder of Nicole Weigel Finance, an online financial education and mentor community for women.

Firm Information

Nicole Meihofer is currently registered with Aurelien Capital Partners. Aurelien Capital Partners is an investment advisory firm that provides financial planning and portfolio management services to individuals and high-net-worth individuals. The firm has approximately $15.9 million in regulatory assets under management. They also provide selection of other advisers. The firm has 3 licensed agents, 3 investment adviser representatives, and 3 investment advisory functions.

$15.94M

Assets Under Management

1

Total Clients

3

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 individuals

Personalized portfolio management to meet individual financial objectives.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Nicole Meihofer’s Registration & Firm History

IL

12/09/2020 - Present

Aurelien Capital Partners (CHICAGO IL)

IL

09/17/2014 - 01/09/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 01/30/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/09/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicole R Meihofer.
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