Rachael A. Nickelsen

VOYAGER CAPITAL MANAGEMENT

Lake Geneva, WI 53147

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CRD#: 6077593

Professional summary

Rachael Ann Nickelsen, CFP®, who also goes by Rachael Ann Nor, Rachael Nor, is a registered financial advisor currently at VOYAGER CAPITAL MANAGEMENT, LLC located in Lake Geneva, Wisconsin.

Rachael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Rachael has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Do you have an area of expertise or specialization?

AUM

Cash Flow/Budgets/Credit Issue...

Financial Psychology/Coaching

Retirement Plan Investment Adv...

Retirement Planning & Distribu...

Tax Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Rachael Ann Nor | Rachael Nor

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.

LAKE GENEVA CRUISE LINE - LAKE GENEVA, WI - 5/1998 TO PRESENT - PART TIME HOURLY EMPLOYEE - DECK SUPERVISOR/TOUR GUIDE - 20 HOURS PER MONTH - 0 HOURS DURING TRADING HOURS - NOT INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rachael Ann Nickelsen'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

Start date: 2021

Experience

Current

April 3, 2020 - Present

VOYAGER CAPITAL MANAGEMENT, LLC

Office #1: 875 Townline Rd. Suite 100, Lake Geneva, WI 53147

RIA

CRD#: 124697

Lake Geneva, WI

Past

January 17, 2014 - March 19, 2020

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

LAKE GENEVA, WI

Past

January 17, 2014 - March 19, 2020

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

LAKE GENEVA, WI

Past

June 13, 2013 - January 21, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

LAKE GENEVA, WI

Past

March 18, 2013 - January 21, 2014

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

LAKE GENEVA, WI

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".

VOYAGER CAPITAL MANAGEMENT, LLC

CRD#: 124697 / SEC#: 801-62694

RIA

Registered Investment Advisory firm - (1/14/2004 Approved)

Illinois

Registered Investment Advisory firm - (1/21/2004 Terminated)

Wisconsin

Registered Investment Advisory firm - (1/22/2004 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Wisconsin
(4/3/2020)

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

IAR

Series 66

Date: 6/12/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/15/2013

General Securities Representative Examination

Current Firm

VOYAGER CAPITAL MANAGEMENT, LLC

CRD#: 124697 / SEC#: 801-62694

RIA

Registered Investment Advisory firm - (1/14/2004 Approved)

Illinois

Registered Investment Advisory firm - (1/21/2004 Terminated)

Wisconsin

Registered Investment Advisory firm - (1/22/2004 Terminated)

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Contact information

Main Address

875 Townline Rd. Suite 100, Lake Geneva, WI 53147

Mailing Address

Phone number

(262) 348-9981

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VOYAGER WEALTH ADV PART 2A 2025 (3/10/2025)

VOYAGER WEALTH ADVC PART 2B 2025 (3/10/2025)

Regulatory assets under management

Total Number of Accounts	677
AUM (Assets Under Management)	$ 216,579,408

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

Rachael A. Nickelsen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rachael Ann Nickelsen's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

VOYAGER CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/12/2013

SIE

Date: 10/1/2018

Series 7

Date: 3/15/2013

Current Firm

VOYAGER CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VOYAGER CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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