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Rachael Ann Nickelsen

Beacon Pointe Advisors, LLC

Newport Beach, CA

Lake Geneva, WI

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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-11-19
  • WI RA
    APPROVED
    Since 2025-11-19

Branch Locations

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

875 Townline Rd Ste 100, Lake Geneva, WI 53147 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lake Geneva Cruise Line Lake Geneva WI 05/1998 10/2023
Raymond James Financial Services, Inc. Lake Geneva WI 01/2014 03/2020
Form Wealth Management, Llc Lake Geneva WI 01/2014 03/2020
Raymond James Financial Services Advisors Inc. Lake Geneva WI 01/2014 03/2020
Voyager Capital Management, Llc Lake Geneva WI 04/2020 11/2025
Beacon Pointe Advisors, Llc Lake Geneva WI 11/2025 Present
  • 05/1998 → 10/2023
    Lake Geneva Cruise Line
    Lake Geneva, WI
  • 01/2014 → 03/2020
    Raymond James Financial Services, Inc.
    Lake Geneva, WI
  • 01/2014 → 03/2020
    Form Wealth Management, Llc
    Lake Geneva, WI
  • 01/2014 → 03/2020
    Raymond James Financial Services Advisors Inc.
    Lake Geneva, WI
  • 04/2020 → 11/2025
    Voyager Capital Management, Llc
    Lake Geneva, WI
  • 11/2025 → Present
    Beacon Pointe Advisors, Llc
    Lake Geneva, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-06-12
  • S66 Uniform Combined State Law Examination
    2013-06-12
Designations
Other Names
  • Rachael Nor
  • Rachael Ann Nor
  • Rachael Ann Nor

View on SEC IAPD

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