Karriereverlauf von Julie Rae Nichols
Ehemalige bekannte Positionen von Julie Rae Nichols
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
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. | Vorstandsvorsitzender | 01.07.2001 | 01.02.2019 |
| Finanzdirektor/CFO | 01.02.2019 | 30.11.2022 |
Ausbildung von Julie Rae Nichols
| University of Wisconsin | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 3 |
Operativ
| Chief Executive Officer | 1 |
| Director of Finance/CFO | 1 |
| Undergraduate Degree | 1 |
Sektoral
| Finance | 2 |
| Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
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 |
- Börse
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- Julie Rae Nichols
- Erfahrung
