CRD: 109401
Nicollet Investment Management, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-22-2000
- Office Locations
- 1
Office Locations
About Nicollet Investment Management, Inc.
Nicollet Investment Management is an independent Minneapolis-based RIA serving clients nationwide. The firm provides financial planning and discretionary portfolio management, with portfolios built primarily using ETFs alongside a meaningful fixed-income allocation. It works across retail and institutional relationships, with custody including Charles Schwab, and has dedicated investment leadership (CIO Nick Heyer) and a Director of Fixed Income.
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Owner & Executives
SUSAN JALICS BECKER
Chief Financial Officer, Senior Managing Director
- CRD
- #4873242
- Ownership
- Less than 5%
KATHY ANN CARLSON
Secretary, TREASURER
- CRD
- #2599989
- Ownership
- Less than 5%
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MARC CHRISTOPHER HADLEY
Managing Director
- CRD
- #1454947
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $557,410,793 | $648,152 |
| Non-Discretionary | $0 | -- |
| Total | $557,410,793 | $648,152 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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