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Dirk O

Series 63, Series 66

Iowa City, IA

Nicolet Wealth Management

Dirk Ockerlander is a financial advisor at Nicolet Wealth Management with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity, TIAA-CREF, LPL Financial, MidwestOne Bank, and Private Client Services. Nicolet Advisory Services specializes in retirement plan consulting and investment management, primarily serving plan sponsors and fiduciaries of 401(k) and 403(b) plans. The firm utilizes internal investment research combined with third-party analysis and serves a diverse client base that includes banking institutions and public sector plan sponsors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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