Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
11 years
Location
Big Bear Lakes, CA
Guardian Life
Enterprise
Nichole Mayer is a CFP® professional with 11 years of industry experience, currently affiliated with Primerica Advisors. She has held roles at Guardian Life Insurance Company and Park Avenue Securities since 2014. Mayer also serves as Professional Development Co-Chair for the Society of Women Engineers. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a mix of proprietary and third-party investment strategies across various account types.
Based on Guardian Life
Based on Guardian Life
Flat fees for financial planning, consulting, business exit consulting generally $500 to $30,000.
$0 - $499,999.99: 2.05% (Park Avenue Portfolio Select Program maximum client fee) $500,000 - $999,999.99: 2.00% (Park Avenue Portfolio Select Program maximum client fee) $1,000,000 - $1,999,999.99: 1.95% (Park Avenue Portfolio Select Program maximum client fee) $2,000,000+: 1.90% (Park Avenue Portfolio Select Program maximum client fee)
Brokerage commissions on transaction-based accounts; ticket charges $10 per transaction for Park Avenue Portfolio Select.
Hourly fees for financial planning and consulting generally $100 to $500 per hour.
Subscription-Based Financial Planning fees up to $25,000 per agreement annually; Subscription-Based Business Financial Consulting fees up to $30,000 annually or per engagement.
Account minimum: $5,000 (VestWise minimum), $10,000 (most Park Avenue Proprietary Programs minimums, including Park Avenue Portfolio Select [closed to new investors], Park Avenue Signature Portfolio, Foundations, Quantitative Innovations, Park Avenue Strategist Select and Plus, UMA Select) Minimum fee: Annual Platform Fee minimum $90 per household for Park Avenue Proprietary Programs other than VestWise. Fee-only: Advisory and financial planning fees negotiated; financial planning fees range generally $100/hour to $500/hour or flat fees $500 to $25,000; subscription plans up to $25,000 annually.
Big Bear Lakes, CA
Big Bear Lakes CA
Advisors at this office
1
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11 years of industry experience
Guardian life Insurance Company
2024 - Present • 2 years
Big Bear Lakes, CA
Guardian life Insurance Company
2024 - Present • 2 years
Big Bear Lakes, CA
Guardian life Insurance Company
2021 - Present • 5 years
San Diego, CA
Park Avenue securities
2021 - Present • 5 years
San Diego, CA
Guardian life Insurance
2017 - 2021 • 4 years
La Jolla, CA
Park Avenue securities
2017 - 2021 • 4 years
La Jolla, CA
Guardian life Insurance Company
2016 - 2017 • 1 year
San Diego, CA
Guardian Life
2016 - 2017 • 1 year
San Diego, CA
Park Avenue securities
2014 - 2017 • 3 years
Lajolla, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Sugar Loaf, CA
D.A. DAVIDSON & Co.
Melissa Dehaan is a financial advisor at D.A. Davidson & Co. with 12 years of industry experience. She holds the Series 66 credential and has been with D.A. Davidson since 2013. Outside of her advisory role, she serves as treasurer on the board of directors for Big Bear High School’s PSA, chairs a local Boy Scouts committee, and works as a skincare consultant. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with substantial net worth, operating under fiduciary standards and utilizing both qualitative and quantitative analyses.
CFP®, Series 66
Big Bear Lake, CA
LPL Financial
Christian Chasey is a CFP®-designated financial advisor with 21 years of industry experience. He has been with LPL Financial since 2019 and previously worked with Wells Fargo Clearing and Wells Fargo Advisors. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by research and model portfolios.
CFP®, Series 66
Big Bear Lake, CA
LPL Financial
Maggie Lauer is a CFP® professional affiliated with LPL Financial, with three years of experience in the financial services industry. She has worked at several firms including Ur Wealth Ur Freedom and Tri Star Financial prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options.
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