IB
IB

Iryna Barkley

2 Years of Experience
Broker
Areas of Practice
Retirement PlanningInvestment Management
Compensation
Fee-Only (AUM)
Firm Size
34 advisors
Number of Clients
3,885 clients
Average Client Portfolio
$991K average
Assets Under Management
$3.8B

Fee Structure

Financial Planning:Investment management only
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Location

318 E. Mitchell St., Petoskey, MI, 49770

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History

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.

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Other Business Activities

Iryna works full-time at Nicolet Wealth Management as a Registered Investment Advisor (RIA). She dedicates 160 hours per month to this role, including 160 hours during trading hours.

Employment History
Current Registrations
Nicolet Wealth Management
January 2025 - Present · 1 yr 1 mo
Private Client Services, LLCBroker
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Fifth Third Securities, INC.
February 2024 - April 2024 · 2 mos
Fifth Third Securities, INC.Broker
October 2023 - April 2024 · 6 mos
State Registrations1 state
MI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.