Nicole Krusic
Nicole Krusic is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Green Bay, WI, with 3 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
225 S Monroe Ave, Suite 200, Green Bay, WI, 54301
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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
Nicole is a co-owner of K-Squared, LLC, an entity managing real estate in Wisconsin, since 2018. This activity is investment-related and takes minimal time during business hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations31 states
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