Nickie Dally
Nickie Dally is a registered investment advisor at Hansen & Associates Financial Group INC., based in Elk Grove, CA, with 15 years of industry experience. Nickie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 556 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hansen & Associates Financial Group manages investment portfolios for clients, using exchange traded funds and other securities. The annual fee for managing your investments ranges from 0.80% to 2.60% of the value of your portfolio. The specific fee will be outlined in your agreement.
Location
9381 E. Stockton Blvd, Elk Grove, CA, 95624
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nickie has an inactive California real estate license and owns Pacific Crest Financial & Insurance Services, where she sells health, life, annuities, and long-term care insurance, dedicating nearly full-time hours to this. She is also a consultant for National Gold Consultants, selling gold and silver for minimal time per month, and an Investment Adviser Representative for BluePrint Investments and Tax Planning, spending about a quarter of her time on client account service and investment management.
Employment History
Current Registrations
Hansen & Associates Financial Group INC.
Blueprint Investments and Tax Planning
Previous Registrations
Cadger Tax & Financial
Blueprint Wealth Partners, LLC
Virtue Capital Management, LLC
Coppell Advisory Solutions, LLC
Global Financial Private Capital, LLC
Envision Investment Advisors, LLC
Envision Investment Advisors, LLC
State Registrations1 state
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.