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Lora Nickel Email & Phone Number
Sr. Client Associate
at
Green Wealth Management Group
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✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Sr. Client Associate
Location
Minneapolis, Minnesota, United States
Company size
Who is Lora Nickel? Overview
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Quick answer
Lora Nickel is listed as Sr. Client Associate at Green Wealth Management Group, a with 21 employees, based in Minneapolis, Minnesota, United States. AeroLeads shows a matched LinkedIn profile for Lora Nickel.
Lora Nickel previously worked as Client Relationship Manager at Oak Ridge Financial and Client Servicing Lead / Financial Planner at Guardian Wealth Strategies. Lora Nickel holds Concentration In Finance And Minor In Accounting, Business Administration, Summa Cum Laude from Minnesota State University, Mankato.
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Green Wealth Management Group
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Profile bio
About Lora Nickel
Lora Nickel is a Sr. Client Associate at Green Wealth Management Group. They is proficient in English.
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Lora Nickel's current company
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Green Wealth Management Group
11 roles
Lora Nickel work experience
A career timeline built from the work history available for this profile.
Client Relationship Manager
Current
Jan 2024 - Present
Client Servicing Lead / Financial Planner
Working side-by-side with clients and prospects regarding their financial planning needs from beginning to end. A member of the holistic planning team at GWS. Analyze prospective and current client investments and financial situations. Utilize Money Guide Pro to model prospect and client financial projections. Implement account opening, transfers, money movement and day-to-day servicing for clients. Service current insurance policies and implement new solutions for client needs.
Dec 2020 - Sep 2023
Retirement Plan Specialist
Guided current retirement plan clients through decision-making process regarding options. Retained client relationships through critical times of their personal employment change.
Feb 2020 - Dec 2020
Financial Representative
Educated my natural market regarding personal financial planning as well as the Thrivent story. Taught others to "Be Wise With Money" while nurturing relationships and implementing solutions.
Aug 2019 - Feb 2020
Senior Account / Operations Manager
Strong Tower Wealth Management
Managed processes regarding account administration and client touch. Enhanced the client experience through personal service to 130+ households with $200M+ AUM. Executed clients' money movement such as account funding, wires, transfers and journals. Managed the teams' financial planning process, personal delivery and client service resulting in more efficient and effective plan implementation and retention.
Jul 2015 - Aug 2019
Financial Planner
Brought a formal "financial planning" process to an eight-person team with $1B+ AUM. Developed and presented financial plans to 150+ high net worth households. Accomplished a 89% "planned" book of business from 1%.
Aug 2012 - Jun 2015
Regional Wealth Manager
Taught more than 100 individual advisors to effectively utilize financial planning conversations and software resulting in strengthened client relationships and enhanced client loyalty. Provided each advisor with first-hand experience regarding the financial planning process. Met with each advisor and their clients, gathered data then designed and presented the plans. Provided each advisor with first-hand experience of the financial planning process/personal delivery.
Sep 2008 - Jul 2012
Financial Para-Planner
Retirement And Estate Advisors
Compiled relevant, complete historical and current information for the advisor to hold all meetings. Consolidated clients' financial data and created performance reports. Analyzed and provided asset allocation and each clients' updated planning projections.
May 2000 - Aug 2008
Advanced Markets Specialist
Aug 1994 - May 2000
Administrative Assistant
Jan 1994 - Aug 1994
3 education records
Lora Nickel education
Concentration In Finance And Minor In Accounting, Business Administration, Summa Cum Laude
Chfc, Financial Planning And Services
Education record
Storden-Jeffers High School
FAQ
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What company does Lora Nickel work for?
Lora Nickel works for Green Wealth Management Group.
What is Lora Nickel's role at Green Wealth Management Group?
Lora Nickel is listed as Sr. Client Associate at Green Wealth Management Group.
Where is Lora Nickel based?
Lora Nickel is based in Minneapolis, Minnesota, United States while working with Green Wealth Management Group.
What companies has Lora Nickel worked for?
Lora Nickel has worked for Green Wealth Management Group, Oak Ridge Financial, Guardian Wealth Strategies, Transamerica, and Thrivent.
How can I contact Lora Nickel?
You can use AeroLeads to view verified contact signals for Lora Nickel at Green Wealth Management Group, including work email, phone, and LinkedIn data when available.
What schools did Lora Nickel attend?
Lora Nickel holds Concentration In Finance And Minor In Accounting, Business Administration, Summa Cum Laude from Minnesota State University, Mankato.
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