Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
390 advisors
Number of Clients
18,377 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$39.8B
Fee Structure
Minimum Investment:$1M
Financial Planning:Included in AUM fee
Loading...
Contact
Rachael Ann Nickelsen
Location
875 Townline Rd., Suite 100, Lake Geneva, WI, 53147
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Rachael works part-time as a deck supervisor/tour guide for Lake Geneva Cruise Line since 1998. This requires about 10-20% of her time and is not investment-related.
Employment History
Current Registrations
Beacon Pointe Advisors, LLC
November 2025 - Present · 3 mos
Voyager Capital Management, LLC
April 2020 - Present · 5 yrs 10 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2014 - March 2020 · 6 yrs 2 mos
Raymond James Financial Services, INC.Broker
January 2014 - March 2020 · 6 yrs 2 mos
Wells Fargo Advisors, LLC
June 2013 - January 2014 · 7 mos
Wells Fargo Advisors, LLCBroker
March 2013 - January 2014 · 10 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.
Contact
Rachael Ann Nickelsen