portrait of Kelsey R Nicolai
FINANCIAL ADVISOR
New Client Waitlist
Serving clients with $250,000
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About Kelsey

I grew up in Fall Creek, Wisconsin and quickly learned that I love the small-town feel. I attended K-12 in Fall Creek where I participated in track and field, and cross country. After completing high school, I went on to get my associate's degree in business management. After college, I started establishing my life and career in the Chippewa Valley. It was important for me to start building a life close to my family. I love getting to work in a community like Chippewa Falls.

My husband, Josh, and I met in 2015 and were married in 2018. I have two...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Estate & Legacy Strategies

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Active Lifestyle
  • Camping
  • Community Outreach
  • Golfing
  • Hiking

Team Members

  • Megan Anderson
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 01:00PM
Sat By Appointment Only
Sun Closed

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