Merrill
45yrs
Top advisor by experience in Jupiter
11yrs
Patrick Nickler
Financial advisor at Ameriprise Financial Services
Patrick Nickler is a fiduciary financial advisor in Jupiter, Florida, with 11 years in the industry. After nine years at Morgan Stanley, Patrick joined Ameriprise Financial Services in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Ameriprise Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 262 advisors with offices in Jupiter, and one of 231 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
OfficeJupiter, FL
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowAmeriprise Financial Services, LLCCurrent firm
- 2015 – 2024Morgan StanleyPreviously
Contact Patrick
(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for Patrick. Jupiter, FLOffice · Get directions LinkedIn pageAmeriprise Financial ServicesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Ameriprise Financial Services at (612) 671-3131 and ask for Patrick Nickler. Patrick works from the Jupiter, FL office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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