Mark A. Nicolet, Certified Financial Planner™, Mba, Abfp™
AeroLeads people directory · profile

Mark A. Nicolet, Certified Financial Planner™, Mba, Abfp™ Email & Phone Number

Vice President - Financial Advisor - Private Wealth Management at Baird
Location: Denver Metropolitan Area, United States 10 work roles 6 schools
1 work email found @trilogyfs.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@trilogyfs.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Vice President - Financial Advisor - Private Wealth Management
Location
Denver Metropolitan Area, United States
Company size

Who is Mark A. Nicolet, Certified Financial Planner™, Mba, Abfp™? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Mark A. Nicolet, Certified Financial Planner™, Mba, Abfp™ is listed as Vice President - Financial Advisor - Private Wealth Management at Baird, a with 170 employees, based in Denver Metropolitan Area, United States. AeroLeads shows a work email signal at trilogyfs.com and a matched LinkedIn profile for Mark A. Nicolet, Certified Financial Planner™, Mba, Abfp™.

Mark A. Nicolet, Certified Financial Planner™, Mba, Abfp™ previously worked as Senior Vice President of Wealth Management at Trilogy Financial and Vice President of Wealth Management at Trilogy Financial. Mark A. Nicolet, Certified Financial Planner™, Mba, Abfp™ holds Bachelor'S Degree, Financial Management & Physical Education, 3.6 Gpa from Hillsdale College.

Company email context

Email format at Baird

This section adds company-level context without repeating Mark A. Nicolet, Certified Financial Planner™, Mba, Abfp™'s masked contact details.

*@trilogyfs.com
71% confidence

AeroLeads found 1 current-domain work email signal for Mark A. Nicolet, Certified Financial Planner™, Mba, Abfp™. Compare company email patterns before reaching out.

Profile bio

About Mark A. Nicolet, Certified Financial Planner™, Mba, Abfp™

From the beginning of my career, I've committed to making an impact. Through ongoing coaching and diligence, I provide a planning experience that will help you make qualitatively better decisions over time. I commit to high degree of motivation, proactive communication, and thoughtful guidance. Growing up in the Midwest, I attended Hillsdale College in Michigan, earned my degree in Financial Management, and was an All-American quarterback and captain for the football team. After several seasons playing in Europe, I returned to coach for a season at Hillsdale. I then earned my MBA from Drake University while working as a graduate assistant football coach. Upon moving to Denver with my wife, Meg, I joined Trilogy Financial and its team of advisors. Providing innovative, practical, and top-quality solutions meeting clients’ financial needs, I continue to coach by guiding people through their financial situations, making sure their actions match their goals and the vision of what they want. My team at Trilogy provide a comprehensive structure by evaluating the current financial situations of individuals, families, and small business owners. As clients’ needs change and their lives evolve, I adjust the game plan to help take the next best steps.Investment advisory services offered through Trilogy Capital Inc., a Registered Investment Advisor. Trilogy Capital markets advisory services under the name of Trilogy Financial, an affiliated but separate legal entity.

Listed skills include Leadership, Public Speaking, Coaching, Management, and 18 others.

Current workplace

Mark A. Nicolet, Certified Financial Planner™, Mba, Abfp™'s current company

Company context helps verify the profile and gives searchers a useful next step.

Baird
Baird
Vice President - Financial Advisor - Private Wealth Management
Denver, CO, US
Website
Employees
170
AeroLeads page
10 roles

Mark A. Nicolet, Certified Financial Planner™, Mba, Abfp™ work experience

A career timeline built from the work history available for this profile.

Vice President - Financial Advisor - Private Wealth Management

Denver, Co, Us

Senior Vice President Of Wealth Management

Current

Denver, Colorado, United States

Aug 2024 - Present

Vice President Of Wealth Management

Greater Denver Area

Certain information contained herein has been obtained from third party sources and such information has not been independently verified by Trilogy Capital, Inc. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by Trilogy Capital, Inc. or any other person. While such sources are believed to be reliable, Trilogy Capital, Inc. does not assume any responsibility for the accuracy or completeness of such information… Show more Certain information contained herein has been obtained from third party sources and such information has not been independently verified by Trilogy Capital, Inc. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by Trilogy Capital, Inc. or any other person. While such sources are believed to be reliable, Trilogy Capital, Inc. does not assume any responsibility for the accuracy or completeness of such information. Trilogy Capital, Inc. does not undertake any obligation to update the information contained herein as of any future date. Show less

Jan 2020 - Aug 2024

Wealth Advisor

Denver, Co (Cherry Creek)

As a Wealth Advisor and Decision Coach, I help my clients organize their finances, clarify their priorities, and make qualitatively better decisions over time.

Aug 2013 - Jan 2020

Graduate Assistant Football Coach, Mba

Des Moines, Iowa Area

- Full-time coach while earning Master's in Business Administration - 3.85+ GPA- Tight Ends and Wide Receivers Coach, Special Teams Coach- Video Coordinator - handle all aspects of practice/game film, along with data entry and technology needs- Manage and recruit over 300 prospects in Chicago and Denver area for a Division I-AA high-academic, non-scholarship school - 7 committed recruits in 2 years- Coached in first ever American football game in Africa versus Conadeip Mexican… Show more - Full-time coach while earning Master's in Business Administration - 3.85+ GPA- Tight Ends and Wide Receivers Coach, Special Teams Coach- Video Coordinator - handle all aspects of practice/game film, along with data entry and technology needs- Manage and recruit over 300 prospects in Chicago and Denver area for a Division I-AA high-academic, non-scholarship school - 7 committed recruits in 2 years- Coached in first ever American football game in Africa versus Conadeip Mexican All-Start team along with summitting Mount Kilimanjaro Show less

Jan 2011 - Apr 2013

Team Activities Director

St. Charles, Iowa

- Directed Team Building and Leadership Activities for at-risk youth ages 8-12- Coordinated 100+ person team building event for Drake football program

May 2012 - Jul 2012

Summer Hr Development Intern

Des Moines, Iowa Area

- Interviewed 20+ Management and Executive Level Employees- Created first available catalog of external executive leadership programs- Coordinated executive leadership speaker series for fall 2011

Jun 2011 - Aug 2011

Assistant Football Coach

- Quarterbacks Coach - trained and coached 2010 GLIAC Conference Player of the Year- Managed and recruited over 150 prospects in state of Indiana

Jul 2010 - Dec 2010

Starting Quarterback, Captain, Coach

L'Hospitalet Pioners

Barcelona, Spain

- Team Captain, Guided team to Spanish Championship, Final Game Most Valuable Player - Enhanced cultural and business awareness / Achieved goals despite communication barriers

Jan 2010 - Jun 2010

Starting Quarterback, Captain, Coach

Stockholm Mean Machines

Stockholm, Sweden

- Team Captain, Guided team to Swedish Championship, Semi-Final Game Most Valuable Player- Coordinated practice schedule and mentored youth players despite attendance obstacles

Jul 2008 - Sep 2008
Team & coworkers

Colleagues at Baird

Other employees you can reach at trilogyfs.com. View company contacts for 170 employees →

6 education records

Mark A. Nicolet, Certified Financial Planner™, Mba, Abfp™ education

Bachelor'S Degree, Financial Management & Physical Education, 3.6 Gpa

Activities and Societies: Football, Sigma Chi

Master Of Business Administration (M.B.A.), Executive Development, 3.85+ Gpa

Drake University

Corporate Governance MBA 250 Leadership and Human Capital Development MBA 254 Data Analysis for Operations MBA 255 Strategic Business.

Education record

Zionsville High School

Master Of Business Administration - Mba

Activities and Societies: Graduate Assistant Football Coach

FAQ

Frequently asked questions about Mark A. Nicolet, Certified Financial Planner™, Mba, Abfp™

Quick answers generated from the profile data available on this page.

What company does Mark A. Nicolet, Certified Financial Planner™, Mba, Abfp™ work for?

Mark A. Nicolet, Certified Financial Planner™, Mba, Abfp™ works for Baird.

What is Mark A. Nicolet, Certified Financial Planner™, Mba, Abfp™'s role at Baird?

Mark A. Nicolet, Certified Financial Planner™, Mba, Abfp™ is listed as Vice President - Financial Advisor - Private Wealth Management at Baird.

What is Mark A. Nicolet, Certified Financial Planner™, Mba, Abfp™'s email address?

AeroLeads has found 1 work email signal at @trilogyfs.com for Mark A. Nicolet, Certified Financial Planner™, Mba, Abfp™ at Baird.

Where is Mark A. Nicolet, Certified Financial Planner™, Mba, Abfp™ based?

Mark A. Nicolet, Certified Financial Planner™, Mba, Abfp™ is based in Denver Metropolitan Area, United States while working with Baird.

What companies has Mark A. Nicolet, Certified Financial Planner™, Mba, Abfp™ worked for?

Mark A. Nicolet, Certified Financial Planner™, Mba, Abfp™ has worked for Baird, Trilogy Financial, Trilogy Financial Services, Drake University, and Wildwood Hills Ranch.

Who are Mark A. Nicolet, Certified Financial Planner™, Mba, Abfp™'s colleagues at Baird?

Mark A. Nicolet, Certified Financial Planner™, Mba, Abfp™'s colleagues at Baird include Eric Johnson, Aif®, Joshua Henrikson, Jeffrey Hackbarth, Cfp®, Haylee Paladini, and Gerre Hahs.

How can I contact Mark A. Nicolet, Certified Financial Planner™, Mba, Abfp™?

You can use AeroLeads to view verified contact signals for Mark A. Nicolet, Certified Financial Planner™, Mba, Abfp™ at Baird, including work email, phone, and LinkedIn data when available.

What schools did Mark A. Nicolet, Certified Financial Planner™, Mba, Abfp™ attend?

Mark A. Nicolet, Certified Financial Planner™, Mba, Abfp™ holds Bachelor'S Degree, Financial Management & Physical Education, 3.6 Gpa from Hillsdale College.

What skills is Mark A. Nicolet, Certified Financial Planner™, Mba, Abfp™ known for?

Mark A. Nicolet, Certified Financial Planner™, Mba, Abfp™ is listed with skills including Leadership, Public Speaking, Coaching, Management, Time Management, Team Building, Football, and Event Planning.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.