Nicole J. Standen

GAINPLAN LLC

Bloomfield Hills, MI 48302

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CRD#: 5326701

Professional summary

Nicole Josetta-kraus Standen, CFP®, who also goes by Nicole Jasetta Kraus, Nicole Josetta Kraus, is a registered financial advisor currently at GAINPLAN LLC located in Bloomfield Hills, Michigan.

Nicole is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Nicole has worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nicole Jasetta Kraus | Nicole Josetta Kraus

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Sells Life / Accident / Health Insurance.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicole Josetta-kraus Standen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

August 21, 2018 - Present

GAINPLAN LLC

Office #1: 800 W. Long Lake Road Suite 100, Bloomfield Hills, MI 48302

RIA

CRD#: 174427

Bloomfield Hills, MI

Past

June 11, 2015 - March 23, 2017

CIG ASSET MANAGEMENT, INC.

RIA

CRD#: 123609

SOUTHFIELD, MI

Past

May 28, 2015 - March 23, 2017

CIG SECURITIES

CRD#: 129864

SOUTHFIELD, MI

Past

October 24, 2012 - May 19, 2015

EDELMAN FINANCIAL SERVICES, LLC

RIA

CRD#: 113299

TROY, MI

Past

September 13, 2011 - May 19, 2015

SANDERS MORRIS LLC

CRD#: 20580

NOVI, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GAINPLAN LLC

GAINPLAN LLC | J. IVORY, LLC

CRD#: 174427 / SEC#: 801-81166

RIA

Registered Investment Advisory firm - (4/1/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(8/21/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/28/2013

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/18/2012

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 3/23/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/17/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/12/2011

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GAINPLAN LLC

GAINPLAN LLC | J. IVORY, LLC

CRD#: 174427 / SEC#: 801-81166

RIA

Registered Investment Advisory firm - (4/1/2015 Approved)

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Contact information

Main Address

800 W. Long Lake Road Suite 100, Bloomfield Hills, MI 48302

Mailing Address

Phone number

(248) 385-3737

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/5/2025)

Regulatory assets under management

Total Number of Accounts	1,765
AUM (Assets Under Management)	$ 478,464,901

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Nicole J. Standen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicole Josetta-kraus Standen's CRS (Customer Relationship Summary).

Certified licenses

Experience

CIG ASSET MANAGEMENT, INC.

CIG SECURITIES

EDELMAN FINANCIAL SERVICES, LLC

SANDERS MORRIS LLC

Primary Firm SEC Registration

GAINPLAN LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/28/2013

Series 65

Date: 10/18/2012

SIE

Date: 3/23/2017

Series 7

Date: 9/17/2015

Series 6

Date: 9/12/2011

Current Firm

GAINPLAN LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GAINPLAN LLC

TRUST BUT VERIFY

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