Nicolette Kulach, financial advisor Chicago IL

Nicolette Kulach

CRD Number: 7704888
Current Firm: Mesirow Financial Investment Management, Inc.

Nicolette Kulach (CRD# 7704888) is an Investment Advisor Representative working at Mesirow Financial Investment Management, Inc. in Chicago, IL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Mesirow Wealth Management Highland Park, IL Mar 2023 - Current 1
Unemployed Chicago, IL Nov 2022 - Mar 2023 < 1
The Mather Group Chicago, IL Jan 2020 - Nov 2022 2
Fred Krehbiel - Residence Hinsdale, IL Aug 2019 - Jan 2020 < 1
The Mather Group Chicago, IL May 2019 - Aug 2019 < 1
Fred Krehbiel - Residence Hinsdale, IL Jan 2018 - May 2019 1
Full-time Student Orland Park, IL Jan 2013 - Jan 2018 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2023
Contact Info for Nicolette Kulach
Phone Number: 800-621-4421
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    45,723
    MILLIONS
  • Total Number of Accounts
    13,623
    ACCOUNTS
  • Average Account Value
    $3,356,294
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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