Rachael Nickelsen
CFP®, AWMA®
Voyager Wealth Management, LLC
Senior Financial Advisor
Rachael Nickelsen
CFP®, AWMA®
Voyager Wealth Management, LLC
Senior Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Rachael Nickelsen, CFP®, AWMA®
Fee-Only financial planner located in Lake Geneva, WI, serving clients locally and across the country
Voyager Wealth Management is a fee-only financial planning and wealth management firm located in Lake Geneva, WI serving clients throughout the state of Wisconsin and across the country. Voyager Wealth Management offers a full range of financial planning and investment management services to individuals and businesses alike. As a fee-only, fiduciary, and independent financial advisor, Rachael Nickelsen is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Rachael Nickelsen started her career as a senior financial advisor at Voyager Wealth Management, LLC in 2020. She has obtained her CFP® Certification. Rachael is a member of National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
She earned a Bachelor of Science degree in elementary education and a Bachelor of Science degree in biblical studies from Emmaus Bible College in Dubuque, IA in 2000. She later went on to earn an MBA from Aurora University in 2009.
Rachael started in the financial services industry in 2012 serving as a client associate. She held a Series 7, Series 66 and State of Wisconsin Life and Health Insurance license. She later served as an account executive and later as a client advisor. She earned an Accredited Wealth Management Advisor® designation from the College of Financial Planning in 2019.
Rachael grew up in Walworth County. She resides in Elkhorn with her husband and children. Rachael enjoys spending her free time with her family boating on Geneva Lake.
Rachael enjoys building relationships with clients while seeking to understand their needs, goals and estate wishes.
Rachael Nickelsen is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Independent, Fee-Only Investment Advisory Firm
Voyager Wealth Management is an SEC Registered Investment Advisory (RIA) firm specializing in portfolio management and advanced tax planning, including estate and charitable planning. The firm manages just under $170 million for trusts, individuals, not-for-profit organizations, retirement plans, and charitable foundations.
Voyager has its roots as a totally independent, fee-only investment advisor and financial planning firm going back to 1999 when Robert Anderson, Principal and Managing Director of Voyager, started his own firm, The Index Advantage, Inc. Today, our team of professionals has over 65 years of combined experience serving clients.
Our principal office is located in beautiful Lake Geneva, WI; additionally, we maintain an office in the Milwaukee suburb of Brookfield. Our advisors are active in the business and civic life of those communities, and our firm supports the communities in a variety of ways, including:
- Music by the Lake on Geneva Lake
- Lake Geneva Symphony Orchestra
- Williams Bay T-ball
- Williams Bay Fire Department Chicken Roast
- Elmbrook Humane Society Golf Outing
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Rachael Nickelsen is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Rachael Nickelsen is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Rachael Nickelsen is an Accredited Wealth Management Advisor® (AWMA®)Individuals who hold the AWMA® designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
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Voyager Wealth Management, LLC is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
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Rachael Nickelsen is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Rachael Nickelsen
Office Locations:
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875 Townline Road
Suite 100
Lake Geneva, WI 53147 -
300 North Executive Drive
Suite 105
Broookfield, WI 53005
