Wealthcare
Kimberly Nichols has a comprehensive work experience in the financial industry. Kimberly started their career at Ameriprise Financial Services, Inc. in 2010 as an Implementation Manager and worked there until 2015. Following that, they joined Securities America Inc. as a Registered Representative, where they worked until 2017. In 2017, they transitioned to LPL Financial as an Operations Assistant and worked there until 2018. Currently, they are employed at Wealthcare Capital Management, initially as a Portfolio Operations Specialist, and they were promoted to the position of Director of Portfolio Operations in 2022.
Kimberly Nichols attended Virginia Commonwealth University from 2001 to 2005, where they obtained a Bachelor of Science (B.S.) degree in Psychology.
Wealthcare
Wealthcare Capital Management is a SEC Registered Investment Advisor with a simple vision: Long-term financial success measured through the achievement of life goals that you value. This vision requires breaking all paradigms on financial advice and the advisor-client relationship. Wealth is everything your money can’t buy. Money allows you to enjoy your wealth. We want you to enjoy your wealth with measurable confidence, but without unnecessary investment risk or unnecessary lifestyle sacrifice. We are the future of financial advising. Disclosures: https://goo.gl/gRGSgn Wealthcare Capital Management Services: * Goals-driven investing: goals-connected, risk-managed, cost-effective *Creating Wealthcare plans with or without investment management and systematic monitoring * Implementing highly tax and transaction cost efficient model portfolios * Monitoring status of the Wealthcare plan’s comfort level using simulation analysis * Delivering new advice based on changing investment valuations or client goals * Advisory fee performance reporting and fee billing Wealthcare retirement plan services * Low-cost administration, custody, and compliance * Best-in-class service with Wealthcare plans for participants * Low-expense investment choices and model portfolios * Materially reduce plan sponsor fiduciary, regulatory, and liability risk