Profil
Ms. Julie R.
Nichols, CPA, is a Principal & Chief Financial Officer at Wipfli Financial Advisors LLC.
She joined the firm in July 2001 and assists in coordinating the investment and wealth management solutions between Wipfli Financial advisors and clients’ CPAs.
This collaborative approach provides Wipfli Financial clients with access to the streamlined planning and financial advice of an entire network of dedicated professionals.
Ms. Nicholas worked as a Manager in the Tax Compliance Department for Wipfli CPAs and Consultants for 10 years before joining Wipfli Financial Advisors LLC.
She received her undergraduate degree from the University of Wisconsin.
Anciens postes connus de Julie Rae Nichols
| Sociétés | Poste | Fin |
|---|---|---|
Wipfli Financial Advisors LLC
 Wipfli Financial Advisors LLC Investment ManagersFinance Wipfli Financial Advisors LLC (Wipfli Financial) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1999 under the name Hewins Financial Advisors LLC and became Wipfli Financial Advisors in 2018. They were acquired by Creative Planning LLC in 2022. Wipfli Financial offers investment advisory and financial planning services to individuals, couples, families, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations located throughout the US. | Directeur Général | 01/02/2019 |
Formation de Julie Rae Nichols
| University of Wisconsin | Undergraduate Degree |
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| Entreprise privées | 1 |
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Wipfli Financial Advisors LLC
Wipfli Financial Advisors LLC Investment ManagersFinance Wipfli Financial Advisors LLC (Wipfli Financial) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1999 under the name Hewins Financial Advisors LLC and became Wipfli Financial Advisors in 2018. They were acquired by Creative Planning LLC in 2022. Wipfli Financial offers investment advisory and financial planning services to individuals, couples, families, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations located throughout the US. | Finance |
