For three generations, Nicklas Financial has been empowering financial freedom. Our team simplifies the complex world of financial services, giving our clients more time to enjoy life and focus on things that matter to them.
Located in the heart of Missouri, clients who choose Nicklas benefit from the knowledge and expertise of a company consistently ranked at the top of the industry. Couple that with the attention you would expect from a local, family-run business and you can see why we have developed so many enduring relationships.
Aaron is an Independent Financial Advisor with Nicklas Financial. He has 15 years of experience in the financial industry and prides himself on being able to help his clients make sense of the world’s marketplaces and meet their goals.
Possessing an eclectic mix of interests and hobbies, Aaron is adept at derivative trading and says his life is fueled by adrenaline and sushi.
Phone: (573) 556-1128
Bill has been a Financial Advisor and Certified Financial Planner (CFP) with Nicklas Financial since 1998, and according to Kenneth Nicklas he is the most interesting man you will ever meet.
A certified scuba diver since he was 17, Bill has a passion for traveling and has visited four different continents so far. His favorite trip is the one that took him to Mizzou for college, where he met his wife.
Phone: (573) 556-1116
Brandon has been working in the family business since 2000—a time span he refers to as “the best years of his life.” He specializes in retirement planning and is passionate about simplifying the process.
A fan of craft beer, Brandon hopes to plan a road trip to different craft breweries around the country. He also enjoys experimenting with DIY projects like construction, woodworking and gardening.
Phone: (573) 556-1114
Brie has been an official employee of Nicklas since 2005, but has been around the family business her entire life. She holds licenses in Life, Accident and Health Insurance, and is an Accredited Pension Representative.
From running 10K’s to slalom water skiing, Brie loves being active and outdoors. She’ll probably be the first person to greet you with a smile at the office—her father says she’s never met a stranger and wears a “welcome” sign around her neck.
Phone: (573) 556-1120
With more than 16 years of experience at Nicklas Financial, Candace specializes in Third Party Administration and holds licenses in Life, Accident & Health, Property, Casualty and Life Variable Contracts.
When you meet her, be sure to ask about her other job farming Miscanthus Giganteus (11-12 foot tall biomass grass used for ethanol gas).
Phone: (573) 556-1113
Although she may be the newest face at Nicklas Financial, Dawn has been working in the financial industry since obtaining her CPA designation in 2008—a move she says has opened many doors.
A self-professed optimist, outside of work Dawn enjoys active pursuits—she has a goal to run in a destination race every year—and riding motorcycles with her husband.
Phone: (573) 556-1122
Jerry is a Financial Advisor and Certified Financial Planner (CFP) who has worked in the industry since 1983. He started his career with Nicklas in 1989.
Jerry’s attributes his life and his career at Nicklas to a Ping-Pong game in college, where he met the man who eventually offered him his first post-grad job. He says the most important move he has made was taking that first job and then moving to Jefferson City.
Phone: (573) 556-1112
As the compliance manager for Nicklas, John keeps everything running on track. With more than 17 years experience, John is the man to talk to about individual producer services.
John credits his move to Jefferson City to work at Nicklas as the catalyst for his professional growth. The move also allowed him to be in close proximity to his favorite team, the Missouri Tigers.
Phone: (573) 556-1110
Joyce Ann wears many hats at Nicklas and has assisted in multiple areas over the years to help develop and expand the family business. With more than 32 years of industry experience, she is Life, Accident & Health, Property & Casualty Licensed.
If you can’t find her at the office, she’s probably spending time outdoors—running, biking, hiking, canoeing, skiing, or playing with her dog Koby.
Phone: (573) 556-1119
As indicated by his last name, Kenneth Nicklas is “in the family.” He began working for Nicklas in 1978 and as President, has carried on the family legacy—growing, expanding and recruiting the next Nicklas generation.
With more than three decades of industry experience, Ken has accumulated a long list of credentials and personal achievements, but is most proud of the work he’s done helping clients design the life they want and accomplish meaningful outcomes.
A true believer in finding a work/life balance, Kenny says, “people who say they’d rather work than play have never really played.”
Phone: (573) 556-1111