Nicole Mackowiak (CRD# 5671860) is an Investment Advisor Representative working at Avantax Advisory Services in Elk Grove Village, IL and has over 11 years of experience in the finance industry.
CRD# 3259691
J.p. Morgan Securities LLC
CRD# 2167053
Prairie Investment Advisors, LLC
CRD# 6279669
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Elk Grove Village, IL | Oct 2019 - Current | 4 |
| Avantax Investment Services, Inc. | Elk Grove Village, IL | Oct 2019 - Current | 4 |
| Avantax Insurance Services | Elk Grove Village, IL | Jan 2013 - Current | 11 |
| Porte Brown Wealth Management, LLC | Elk Grove Village, IL | Oct 2009 - Current | 14 |
| Porte Brown LLC | Elk Grove Village, IL | May 2000 - Current | 24 |
| 1st Global Capital Corp. | Elk Grove Village, IL | Jan 2013 - Oct 2019 | 6 |
| 1st Global Advisors Inc. | Elk Grove Village, IL | Jan 2013 - Oct 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2013 |
- IL
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Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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