RN
RN

Raymond Nikkel

18 Years of Experience
Grand Rapids, MN
1 DisclosureMay Earn CommissionSells Insurance

Raymond Nikkel is a registered investment advisor at North Compass Financial Advisors, LLC, based in Grand Rapids, MN, with 18 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 193 clients with $93M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
193 clients
Average Client Portfolio
$483K average
Assets Under Management
$93.2M

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $200K1.25%
$200K - $500K1.00%
$500K - $1.0M0.90%
$1M+0.75%

Fees are negotiable and may vary between 0.75% and 1.25% based on various factors. Ameritas variable annuity accounts are generally subject to an annual fee of 0.75%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

21 NE 5th Street, Suite 301, Grand Rapids, MN, 55744

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History

Regulatory History (1)
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Criminal
September 1997
Final Disposition
Other Business ActivitiesSells Insurance

Raymond owns a rental house and is the Chief Operations Officer and partner in Nikkel Farms LLC, an agriculture land management company, dedicating minimal time to each. Raymond is also an insurance agent selling insurance products, spending a few hours per week on this activity.

Employment History
Current Registrations
North Compass Financial Advisors, LLC
August 2008 - Present · 17 yrs 9 mos
Previous Registrations
North Compass Financial Advisors, INC.
June 2007 - August 2008 · 1 yr 2 mos
State Registrations3 states
FLMNWI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Raymond Nikkel - Financial Advisor | TrueAdvisor