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Susan Jalics Becker

Nicollet Investment Management, Inc.

Minneapolis, MN

CRD 4873242

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Employer firm

Nicollet Investment Management, Inc. CRD 109401

$557M regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Nicollet Investment Management, Inc.

800 Washington Avenue North Suite 150, Minneapolis, MN 55401 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2021-11-09
  • MN RA
    APPROVED
    Since 2021-11-09

Branch Locations

800 Washington Avenue North Suite 150, Minneapolis, MN 55401 • 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
Homemaker Edina MN 01/2010 11/2021
Nicollet Investment Management, Inc. Minneapolis MN 11/2021 Present
Designations
  • Chartered Financial Analyst
Other Names
  • Susan C Jalics
  • Susan Caroline Jalics

View on SEC IAPD

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