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Registered advisor

J••••••• D••••• N••••••••

N•••••••• M•••• C•••••• M••••••••• I•••independent RIAKansas City, MoIA-onlyIAPD 2044940
Certified Financial Planner
Feed of 09/14/2026
At current firm
30 y
since Oct 26, 1995
In the industry
38 y
since Jan 1, 1988 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Professional profile
what the firm itself publishes, with the page it was read from
Designations
MBA, CFPreportednicholsoncap.comas printed on the bio page, Sep 16, 2026
Partner or owner
“In 1998, she became sole owner of the firm and renamed it Nicholson Capital Management, Inc.”reportednicholsoncap.comthe sentence on the bio page
Investment committee
“president, Member of Investment Committee”reportednicholsoncap.comthe sentence on the bio page
Years, as the firm states
30reportednicholsoncap.com“With over 30 years of experience in the trust and investment fields, she leads a team that manages investment portfolios for many types of clients, both personal and institutional, covering a variety of types of accounts, inc”
Boards named
Citizens Bank of Grant City; Northwest Missouri State University Foundationreportednicholsoncap.comphrases on the bio page
Professional profile
nicholsoncap.comreportedHTTPS:firm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history
IAPD current and previous registrations
Moves
a registration end followed by a registration begin elsewhere
No firm change on the tape.
Signals
No dated event on this person.
Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance
Source
IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class
Independent wealth managerderived
Years in industry
38derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address