Kelsey Nicolai, Financial Advisor

FINANCIAL ADVISOR
Kelsey R Nicolai

AAMS®
224 N Bridge Street, Chippewa Falls, WI 54729opens in a new window
New Client Waitlist
Serving clients with $250,000
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Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Active Lifestyle
  • Camping
  • Community Outreach
  • Golfing
  • Hiking

Team Members

  • Megan Anderson
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(715) 861-1036

Fax

(844) 737-5869

Office Address

224 N Bridge Street
Chippewa Falls, WI 54729opens in a new window

Mailing address

P O Box 307
Chippewa Falls, WI 54729

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