Nikita Kibardin is a CFP-designated registered investment advisor at Ellenbecker Investment Group, based in Waukesha, WI, with 6 years of industry experience. Nikita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 2,283 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are fully negotiable and determined on a client-by-client basis. Subject to a $2,400 minimum annual fee.
Fee Estimator
Location
N21 W23350 Ridgeview Parkway, Waukesha, WI, 53188
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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 Activities
Nikita is involved with DVANArt Expression, selling personally created art. This takes minimal time and is not investment-related.
Employment History
Current Registrations
Ellenbecker Investment Group
Previous Registrations
Madison Partners
Annex Wealth Management, LLC
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Natcity Investments, INC.Broker
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.
Exams
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