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Mary Elizabeth Hines

Advisor at Nicolet Wealth Management — Conrad, IA

Updated today

Credentials

Series 63, Series 65

Experience

9 years

Location

Conrad, IA 50621

Nicolet Wealth Management logo

Nicolet Wealth Management

Multi-team

Total advisors

49

Across 9 offices

Clients per advisor

77 High

Avg AUM per client

$739,979 Typical

HNW client ratio

16% Typical

About

Mary Hines is a financial advisor with Nicolet Wealth Management, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She previously worked at LPL Financial LLC from 2016 to 2026 before joining Nicolet Wealth Management. Nicolet Wealth Management provides retirement plan consulting and investment management services primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm’s investment process includes research and manager selection performed by an internal team and overseen by an investment committee, utilizing both fundamental and technical analysis alongside third‑party research sources.

Client services

Based on Nicolet Wealth Management

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Nicolet Wealth Management

Retirement income strategy Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Nicolet Wealth Management

Founder/Business Owner

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Fee options

Percentage

0.60% annually

Location

See office

Conrad, IA

120 West Center Street

Conrad IA 50621

Advisors at this office

1

Most active in

Iowa

Work history

9 years of industry experience

Nicolet Wealth Management

2026 - Present • 1 year

Conrad, IA

Private Client Services

2026 - Present • 1 year

Conrad, IA

LPL Financial LLC

2022 - 2026 • 4 years

Conrad, IA

LPL Financial LLC

2016 - 2022 • 6 years

Conrad, IA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Angela T

Series 63, Series 65

Grundy Center, IA

Ameriprise

Angela Thoren is a financial advisor with Ameriprise in Grundy Center, IA, holding Series 63 and Series 65 licenses and 22 years of industry experience. She has been with Ameriprise since 2007. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis through a centralized consulting team and utilizes algorithmic automation overseen by a Retirement Income Oversight Committee.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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William W

Series 63, Series 66

Marshalltown, IA

Edward Jones

William Wirin is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the country.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Elisabeth B

Series 66

Marshalltown, IA

Edward Jones

Elisabeth Bieber is a financial advisor with Edward Jones in Marshalltown, IA, holding a Series 66 designation and five years of industry experience. Prior to her current role at Edward Jones, she worked in academic settings at Wartburg College, the University of Northern Iowa, and the University of Iowa. Outside of finance, she operated Equilibrio Voice Studio, providing classical voice instruction to middle and high school students for over a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including varied household segments and corporate entities. The firm offers a range of advisory strategies and affiliated investment products, with a large national presence of advisors and branches.

Divorce financial planning Retirement income strategy Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner
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Jason M

Series 66

Eldora, IA

Thrivent Investment Management

Jason Miller is a Series 66-licensed financial advisor with Thrivent Investment Management in Eldora, Iowa, and has four years of industry experience. Prior to his current role, he worked at Metal Tech Industries for nine years. Outside of his advisory work, Miller also works as a weekend delivery driver for a FedEx subcontractor. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning on a range of topics without managing discretionary accounts, allowing clients to combine planning with managed-account programs under consolidated billing.

Business ownership considerations
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Christopher W

Series 66

Eldora, IA

Thrivent Investment Management

Christopher Wieting is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial and its investment management division since 2008. Outside of his advisory role, Wieting serves as a volunteer Judicial Magistrate Commissioner on the Hardin County Judicial Magistrate Commission. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides goal-based, holistic planning and allows clients to combine planning with managed account services under a consolidated billing option called “WealthPlan,” while keeping those services separate.

Business ownership considerations

Todd H

Series 63, Series 66

Grundy Center, IA

Edward Jones

Todd Havel is a financial advisor with Edward Jones in Grundy Center, Iowa, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He has worked at Edward Jones since 2005. Havel serves as a committee member helping to manage funds for the Don Bosco and IC/St Joes endowments in Gilbertville, Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies, supported by a large network of advisors and branch offices nationwide.

General retirement planning Retirement income strategy Wealth management General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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