Overview
Nicole Gronholz is a Director with CLA Wealth Advisors LLC and has been a part of the CLA family since 2016. As a member of the wealth advisory team, Nicole seeks to know and help our clients by taking a wholistic approach to wealth management, planning and seamless delivery of our services.
Education
Nicole earned a Bachelor of Science degree in Personal Finance from University of Wisconsin-Madison. Nicole Gronholz is a CERTIFIED FINANCIAL PLANNER® professional and holds the FINRA Series 66, 7, and SIE.
In the community
Nicole has served her community as a Money Coach through SecureFutures (Teen Financial Literacy Education, Tools, and Mentoring) and is currently a volunteer through Asset Builders during their Finance and Investment Challenge Bowl (promoting financial literacy).