CRD: 109401
Nicollet Investment Management, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between September 17, 2025 and May 4, 2026, reported AUM increased 4.7%, from $532.5M to $557.4M.
Across 5 reported observations, AUM increased 38.4% between August 4, 2022 and May 4, 2026, from $402.7M to $557.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 311 clients, or 51.8 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 1 reported office location and 26 years in operation. The source data was last updated on May 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
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The full Nicollet Investment Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 7 owners & executives
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MARC CHRISTOPHER HADLEY
Managing Director
- CRD
- #1454947
Showing 1 of 8 contacts
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| 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
SMA allocation detail is available
Nicollet Investment Management, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Nicollet Investment Management, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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