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.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| 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 |
- IL
-
Total Assets Under Management45,723MILLIONS
-
Total Number of Accounts13,623ACCOUNTS
-
Average Account Value$3,356,294
- A percentage of assets under your management
- Performance-based fees
- 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)
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.