portrait of Nicholas Docksey
FINANCIAL ADVISOR

Nicholas Docksey

CFP®, AAMS™
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Focus Areas

  • Business Retirement Plans
  • Retirement Income Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • College Savings
  • New Investors

Certifications

  • CFP®

    Certified Financial Planner™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Volunteering
  • Hunting
  • Skiing
  • Scuba Diving
  • Movies & Entertainment

Team Members

  • Shelly Christianson
    Sr. 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 - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Phone

(715) 723-8588

Fax

(888) 860-6260

Office Address

706 North Bridge Street
Chippewa Falls, WI 54729opens in a new window

Mailing address

P O Box 578
Chippewa Falls, WI 54729

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