IB
IB

Iryna Barkley

2 Years of Experience
Petoskey, MI
Broker

Iryna Barkley is a registered investment advisor at Nicolet Wealth Management, based in Petoskey, MI, with 2 years of industry experience. Iryna is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 3,849 clients with $4.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
44 advisors
IM Fee
Planning only
Assets Under Management
$4.3B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

318 E. Mitchell St., Petoskey, MI, 49770

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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

Iryna works full-time at Nicolet Wealth Management as a Registered Investment Advisor (RIA). She dedicates 160 hours per month to this role, including 160 hours during trading hours.

Employment History
Current Registrations
Nicolet Wealth Management
January 2025 - Present · 1 yr 9 mos
Private Client Services, LLCBroker
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
Fifth Third Securities, INC.
February 2024 - April 2024 · 2 mos
Fifth Third Securities, INC.Broker
October 2023 - April 2024 · 6 mos
State Registrations1 state
MI
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.
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