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Nicole N. Middendorf, CDFA

Focus

 

As a Financial Advisor and Certified Divorce Financial Analyst with Prosperwell Financial, Nicole has been professionally trained in retirement planning for small businesses and practical investments for the general public. The strategies considered are based on each investor’s goals and dreams, as well as market conditions and circumstances. Nicole is a frequent contributor in the media, where she makes guest appearances to discuss personal finance. Nicole focuses on education for her clients for her mission is to help individuals to successfully manage their wealth and have the confidence to be in control of their financial happiness.

Education

Nicole graduated from St. Cloud State University in St. Cloud, Minnesota with an International Business degree. Prior to forming her own company, Prosperwell Financial, Nicole was a Financial Advisor and Retirement Planning Specialist with Morgan Stanley in Wayzata, Minnesota. Nicole now offers her clients access to a wide range of financial products through LPL Financial, which include stocks, bonds, mutual funds, exchange traded funds, asset management and insured certificates of deposit. Nicole is also licensed in Life Insurance, Fixed Annuities as well as licensed to offer Variable Annuities and Managed Futures through LPL Financial.

Personal Information

Nicole was born and raised in Minnetonka, Minnesota. Nicole lives in Wayzata with her son Parker Jefferson and daughter Gabrielle Rose. Nicole is active in the Eden Prairie Chamber of Commerce, Alliance for Women in Media, National Association of Women Business Owners (NAWBO), Collaborative Law Institute, Cooperative Practice Network, BestPrep, along with volunteering at the Chrysalis Women’s Center.

In 2003, Nicole was selected as one of the 25 Women to Watch from The Business Journal, the recipient of the National Association of Women Business Owners “Woman on the Way” award, and also honored with the Woman of Achievement Award from the Twin West Chamber of Commerce. In 2004, Nicole was honored with the Outstanding Young Woman of the Year award from the Minnesota Women of Today and as Volunteer of the Year from BestPrep. In 2005, Nicole was a finalist for the Emerging Entrepreneur of the Year award from the Twin West Chamber of Commerce. In 2006, Nicole was the recipient of the National Association of Women Business Owner’s Young Business Woman of the Year Award. In 2007, Nicole was the recipient of the Women of Achievement award from NAWBO and an honoree of Top Women in Finance from Finance & Commerce. In 2010, the Eden Prairie Chamber of Commerce presented Nicole with the ATHENA award. Also in 2010, Nicole was selected as an honoree of Top Women in Finance Circle of Excellence from Finance & Commerce. In 2012, Nicole was honored as one of the Business Journal’s “40 Under 40,” as the Eden Prairie Chamber’s “Small Business Person of the Year,” and was awarded the bronze level Stevie Award for “Female Entrepreneur of the Year – Business Services.” Most recently in 2013, Nicole was selected as the “Entrepreneur of the Year” by the TwinWest Chamber.

Awards based on visibility, community activity, and service.