Nicole Mefferd

Financial Advisor

State(s) Licensed:   CO, WI

Phone 262-483-0477

20935 Swenson Drive Suite150
Waukesha, WI 53186

Nicole Mefferd

State(s) Licensed:   CO, WI

Let's put your plans in motion

Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.

To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.


Waukesha Office



M – F: 9 a.m. – 5 p.m.