MN
MN

Michael Nickel

20 Years of Experience
Madison, WI
Broker

Michael Nickel is a registered investment advisor at Associated Investment Services, INC., based in Madison, WI, with 20 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,852 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
44 advisors
Number of Clients
3,852 clients
Average Client Portfolio
$304K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$5K

Associated Investment Services (AIS) offers various advisory programs with bundled fees that cover advisory, technology, administrative, custody, and portfolio management services. The fees are a percentage of your investments and vary depending on the program and the amount you invest. The specific fee schedule for your account is detailed in the Statement of Investment Selection. The fees are negotiable. AIS may offer promotional cash credits for opening or adding to an investment advisory account.

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Location

7722 Mineral Point Rd., Madison, WI, 53717

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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 Activities

Michael is a co-owner and designer at Copper Mule Designs, a custom woodworking and furniture business started in 2018. His spouse primarily runs the business, and Michael spends about 10-20% of his time on it.

Employment History
Current Registrations
Associated Investment Services, INC.
August 2007 - Present · 18 yrs 9 mos
Associated Investment Services, INC.Broker
September 2006 - Present · 19 yrs 8 mos
Previous Registrations
Sentry Equity Services, INC.Broker
October 2004 - December 2004 · 2 mos
Country Capital Management CompanyBroker
October 2003 - July 2004 · 9 mos
State Registrations14 states
ALCACOFLGAILLAMNMONVORTXVAWI
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.
Michael Nickel - Financial Advisor | TrueAdvisor