EN
CFP
EN
CFP

Emily Nyquist

11 Years of Experience
Eau Claire, WI
Broker

Emily Nyquist is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Eau Claire, WI, with 11 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

4257 Southtowne Drive, Eau Claire, WI, 54701

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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

Emily is the owner of Blue Granite Wealth, LLC, a support company, since 2021. She spends about half of her time maintaining the business and fulfilling the normal duties of a business owner in addition to her financial advisory duties.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2014 - Present · 11 yrs 11 mos
Raymond James Financial Services, INC.Broker
April 2014 - Present · 12 yrs 1 mo
Raymond James Financial Services, INC.
April 2014 - Present · 12 yrs 1 mo
State Registrations27 states
AZCACOCTDCFLGAIAIDILINKYMDMIMNMSNCNJNMOHORPASDTXVAWAWI
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.
Emily Nyquist - Financial Advisor | TrueAdvisor