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Nicholas H

Minneapolis, MN

Nicollet Investment Management, Inc.

Nicholas Heyer is a financial advisor with Nicollet Investment Management, Inc. in Minneapolis, MN, holding 12 years of industry experience. He has been with Nicollet Investment Management since 2003. Nicollet Investment Management is a team-based registered investment adviser managing approximately $557 million across about 300 client relationships, including individuals, trusts and estates, companies, and qualified retirement plans. The firm offers discretionary investment management, integrated wealth advisory and financial planning, and ERISA plan services using a range of model strategies and customized portfolios.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Marc H

CFP®, Series 63, Series 65

Minneapolis, MN

Nicollet Investment Management, Inc.

Marc Hadley is a CFP® professional with 12 years of industry experience. He has worked at Nicollet Investment Management, Inc. since 2017 and previously spent seven years at Wilkerson Resource Advisors. Nicollet Investment Management is a team-based registered investment adviser managing approximately $557 million across about 300 client relationships. The firm serves individuals, trusts and estates, companies, and qualified retirement plans with discretionary investment management, integrated wealth advisory, and ERISA plan services, employing model strategies and customized portfolios to meet client objectives.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Susan B

CFA®

Minneapolis, MN

Nicollet Investment Management, Inc.

Susan Becker is a CFA® charterholder with four years of experience in financial advising. She has been with Nicollet Investment Management, Inc. since 2021 and previously worked at HomeMaker for 11 years. Nicollet Investment Management is a team-based registered investment adviser managing approximately $557 million for around 300 clients, including individuals, trusts, estates, companies, and qualified retirement plans. The firm offers discretionary investment management, integrated wealth advisory, financial planning, and ERISA plan services, delivering customized portfolios through various equity and fixed-income strategies while incorporating client education and outreach.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Naveen S

CFP®, Series 63, Series 65, Series 66

Minneapolis, MN

Nicollet Investment Management, Inc.

Naveen Sharma is a CFP® with 32 years of industry experience, currently serving at Nicollet Investment Management, Inc. since 2024. His prior roles include positions at U.S. Bancorp Investments, U.S. Bank, JPMorgan Securities, and Merrill, among others. Nicollet Investment Management is a team-based registered investment adviser managing approximately $557 million across 300 client relationships, offering discretionary portfolio management, integrated wealth advisory, and ERISA plan services. The firm utilizes model strategies and customized allocations tailored to clients’ objectives and emphasizes client education and communication alongside traditional advisory services.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Nathan T

Series 66

Minneapolis, MN

Nicollet Investment Management, Inc.

Nathan Travis is a financial advisor at Nicollet Investment Management, Inc. in Minneapolis, MN, holding a Series 66 designation with 12 years of industry experience. He previously worked at Morgan Stanley for six years and has been involved with 705 5th Ave SE Partners LLC since 2018. Outside of investment advising, he is the sole owner of Westonka Capital LLC, which has interests in agriculture and land conservation ventures. Nicollet Investment Management is a team-based registered investment adviser managing approximately $557 million across 300 client relationships. The firm serves individuals, trusts, estates, companies, and qualified retirement plans with discretionary investment management, integrated wealth advisory, and ERISA plan services, offering customized portfolio strategies and a combination of advisory services with client education and outreach.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Timothy F

Series 63, Series 65

Minneapolis, MN

Nicollet Investment Management, Inc.

Timothy Fahey is a financial advisor at Nicollet Investment Management, Inc. in Minneapolis, MN, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Nicollet since 2016, following nine years at Northland Securities, Inc. Nicollet Investment Management is a team-based registered investment adviser managing approximately $557 million for about 300 clients, including individuals, trusts, estates, companies, and qualified retirement plans. The firm uses model strategies and customized portfolios to meet client objectives, combining discretionary management with client education and outreach.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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