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Nicole Wilken

26 Years of Experience
Minneapolis, MN
BrokerSells Insurance

Nicole Wilken is a registered investment advisor, based in Minneapolis, MN, with 26 years of industry experience.

Location

3300 Fernbrook Ln N, Suite 250, Minneapolis, MN, 55447-5341

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Nicole is an Investment Advisor Representative at Financial Perspectives since 2010. She is also an insurance agent for life, health, and variable products since 1996, and a notary public in Minnesota since 2000.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2013 - Present · 12 yrs 9 mos
Financial Perspectives
July 2010 - Present · 15 yrs 10 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
April 2010 - August 2013 · 3 yrs 4 mos
Askar CORP.Broker
December 2008 - March 2010 · 1 yr 3 mos
Comprehensive Asset Management and Servicing, INC.Broker
December 2005 - December 2008 · 3 yrs
Next Financial Group, INC.Broker
February 2002 - December 2005 · 3 yrs 10 mos
Royal Alliance Associates, INC.Broker
November 1999 - January 2002 · 2 yrs 2 mos
State Registrations1 state
MN
AdvisorBrokerBoth

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.
Nicole Wilken - Financial Advisor | TrueAdvisor