Susan Becker
Nicollet Investment Management · Minneapolis, Minnesota
Susan Becker is a fee-only financial advisor at Nicollet Investment Management in Minneapolis, Minnesota, who holds the CFA credential. Susan 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 | CFA |
| SEC registration | Investment adviser representative in MN · CRD 4873242 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | nicolletinvest.com |
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Questions about Susan
Is Susan Becker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Susan 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 Susan charge for financial advice?
Susan charges a percentage of assets.
Where is Susan Becker based?
Susan Becker is based in Minneapolis, Minnesota.
What does Susan specialize in?
Susan's specialties include estate & legacy planning and founders (pre-exit). Susan works with retirees, multi-generational families, executives, founders and ultra high net worth.
What credentials does Susan Becker hold?
Susan Becker holds the CFA credential.
Is Susan Becker registered with the SEC?
Yes. Susan Becker is registered as an investment adviser representative in MN (CRD 4873242), 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 Susan Becker?
Through Susan'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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