Rachael Ann Nickelsen

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 2020-04-03 → 2025-12-31
  Voyager Capital Management, Llc
  Lake Geneva, WI
• 2014-01-17 → 2020-03-19
  Raymond James Financial Services Advisors, Inc
  Lake Geneva, WI
• 2013-06-13 → 2014-01-21
  Wells Fargo Clearing Services, Llc
  Lake Geneva, WI

Exams

• S66 Uniform Combined State Law Examination
  2013-06-12

Designations

• Certified Financial Planner

Other Names

• Rachael Nor
• Rachael Ann Nor
• Rachael Ann Nor