Nichole Michele Coyle

Current Employers

Employment History

• 03/2016 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 10/2013 → Present
  The Coyle Agency
  Franklin, OH
• 10/2018 → Present
  Nichole Coyle Photography, Llc
  New Franklin, OH
• 12/2019 → Present
  Business Education And Coaching
  New Franklin, OH
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2023 → Present
  Impact Wealth Management,
  Westlake, OH
• 04/2024 → Present
  Impact Financial Planning
  New Franklin, OH

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 3/2016 APX NUMBER OF HOURS PER WEEK: 18 APX NUMBER OF HOURS DURING TRADING HOURS: 18 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, FIXED ANNUITIES, LONG-TERM CARE, PROPERTY & CASUALTY ; 2. NAME OF OTHER BUSINESS: FIREFIGHTERS COMMUNITY CREDIT UNION INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: CREDIT UNION POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE START DATE: 3/2016 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: REGISTERED REPRESENTATIVE 3. NAME OF OTHER BUSINESS: NICHOLE COYLE PHOTOGRAPHY, LLC INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL ADDRESS; NATURE OF BUSINESS: PHOTOGRAPHY; START DATE: 10/2018; POSITION/TITLE/RELATIONSHIP: OWNER / PHOTOGRAPHER; APX NUMBER OF HOURS PER WEEK: 8; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: BOOK PHOTO SESSIONS, EDIT AND SELL PRINTS; 4.NAME OF OTHER BUSINESS: THE COYLE AGENCY INVESTMENT RELATED: YES ADDRESS: 5511 MANCHESTER RD SUITE 2 NEW FRANKLIN OH 44319 NATURE OF BUSINESS: INSURANCE SALES START DATE: 10/2013 APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: EXISTING SALES BRIEF DESCRIPTION OF DUTIES: RECEIVING PASSIVE INCOME FROM RENEWALS AND TRAILS 5. NAME OF OTHER BUSINESS: NICHOLE M. COYLE, CFP LTD; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL PLANNING; START DATE: 10/2018; POSITION/TITLE/RELATIONSHIP: CERTIFIED FINANCIAL PLANNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: MEET WITH PROSPECTS AND CLIENTS, DETERMINE THEIR NEEDS, PROVIDE PRODUCTS AND SOLUTIONS AND CREATE FINANCIAL PLANS; 6. NAME OF OTHER BUSINESS: PATHWAY: BUSINESS EDUCATION AND COACHING INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL LOCATION NATURE OF BUSINESS: BUSINESS EDUCATION AND COACHING START DATE: 12/2019 POSITION/TITLE/RELATIONSHIP: OWNER AND CONTENT CREATOR APX NUMBER OF HOURS PER WEEK: 10, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: CREATE BLOG POSTS, WORKBOOKS, E COURSES AND EVENTUALLY OFFER COACHING; 7. NAME OF OTHER BUSINESS: IMPACT WEALTH MANAGEMENT, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 07/2023, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 25, APX NUMBER OF HOURS DURING TRADING HOURS: 25, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 8. NAME OF OTHER BUSINESS: IMPACT FINANCIAL PLANNING INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION NATURE OF BUSINESS: STUDENT LOAN ADVICE; START DATE: 04/2024; POSITION/TITLE/RELATIONSHIP: OWNER/ADVISOR; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: STUDENT LOAN REPAYMENT AND FORGIVENESS ADVICE;

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-01-07

Designations

Other Names

• Nichole Michele Matheny