Naveen
Sharma
Nicollet Investment Management, Inc
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About this Advisor
Naveen Sharma is a financial advisor based in Minneapolis, Minnesota, working with Nicollet Investment Management, Inc. Naveen has previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America,Na, Kingfisher Family Wealth, LLC, Ipc Private Wealth Partners, LLC, Shattari Capital, LLC, Managed Account Services LLC, Jpmorgan Securities, LLC, Bayswater-Wealth Management, U.S. Bank, U.S. Bancorp Investments, Inc, and Nicollet Investment Management, Inc. Naveen has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Minnesota and Texas. Currently, Naveen is part of Nicollet Investment Management, Inc, which is located in Minneapolis, Minnesota. The firm has 8 employees and manages assets totaling $532.5 million. Nicollet Investment Management, Inc serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Nicollet Investment Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Nicollet Investment Management, Inc Brokerage Details
$532,509,760
8
868
$613,491
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Naveen Sharma Work History
Nicollet Investment Management, Inc
U.S. Bancorp Investments, Inc
U.S. Bank
Jpmorgan Securities, LLC
Managed Account Services LLC
Bayswater-Wealth Management
Kingfisher Family Wealth, LLC
Ipc Private Wealth Partners, LLC
Shattari Capital, LLC
Bank Of America,Na
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Naveen Sharma to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Nicollet Investment Management, Inc
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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