Naveen Sharma
Nicollet Investment Management · Minneapolis, Minnesota
Naveen Sharma is a fee-only financial advisor at Nicollet Investment Management in Minneapolis, Minnesota, who holds the CFP credential. Naveen charges a percentage of assets and focuses on estate & legacy planning and founders (pre-exit).
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Specialties
Who they serve
- Retirees
- Multi-generational families
- Executives
- Founders
- Ultra high net worth
Facts
| Firm | Nicollet Investment Management |
|---|---|
| Based in | Minneapolis, Minnesota |
| Fee model | Percentage of assets |
| Assets under management | $557.4M across 860 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN, TX · CRD 2144056 |
| Exams passed | Series 63 (1992) · Series 65 (1999) · Series 66 (2006) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | nicolletinvest.com |
| Profile |
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Questions about Naveen
Is Naveen Sharma a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Naveen holds no broker registration, and Nicollet Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Naveen charge for financial advice?
Naveen charges a percentage of assets.
Where is Naveen Sharma based?
Naveen Sharma is based in Minneapolis, Minnesota.
What does Naveen specialize in?
Naveen's specialties include estate & legacy planning and founders (pre-exit). Naveen works with retirees, multi-generational families, executives, founders and ultra high net worth.
What credentials does Naveen Sharma hold?
Naveen Sharma holds the CFP credential.
Is Naveen Sharma registered with the SEC?
Yes. Naveen Sharma is registered as an investment adviser representative in MN and TX (CRD 2144056), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Nicollet Investment Management manage?
Nicollet Investment Management reports $557.4M across 860 accounts in assets under management.
How do I contact Naveen Sharma?
Through Naveen's website, nicolletinvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Nicollet Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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