Iryna Barkley

NICOLET WEALTH MANAGEMENT

Petoskey, MI 49770

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CRD#: 7796323

Professional summary

Iryna Barkley, who also goes by Iryna Rydasova, is a registered financial advisor currently at NICOLET WEALTH MANAGEMENT located in Petoskey, Michigan and PRIVATE CLIENT SERVICES, LLC located in Petoskey, Michigan.

Iryna is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Iryna has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Iryna Rydasova

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Nicolet Wealth Management. 111 North Washington St, Green Bay, WI 54301. RIA. 1600 hrs/mo; 160 during trading hrs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Iryna Barkley's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 24, 2025 - Present

NICOLET WEALTH MANAGEMENT

Office #1: 318 E. Mitchell St., Petoskey, MI 49770

RIA

CRD#: 283940

Petoskey, MI

Current

April 29, 2024 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 318 E Mitchell Street, Petoskey, MI 49770

RIA

CRD#: 120222

Petoskey, MI

Past

February 1, 2024 - April 15, 2024

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

PETOSKEY, MI

Past

October 18, 2023 - April 15, 2024

FIFTH THIRD SECURITIES, INC.

CRD#: 628

PETOSKEY, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NICOLET WEALTH MANAGEMENT

NICOLET ADVISORY SERVICES, LLC | NICOLET WEALTH MANAGEMENT, LLC | NICOLET WEALTH MANAGEMENT

CRD#: 283940 / SEC#: 801-108012

RIA

Registered Investment Advisory firm - (8/5/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Michigan
(4/29/2024)

IAR

Michigan
(1/24/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/1/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/6/2023

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 10/18/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 9/7/2023

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

NICOLET WEALTH MANAGEMENT

NICOLET ADVISORY SERVICES, LLC | NICOLET WEALTH MANAGEMENT, LLC | NICOLET WEALTH MANAGEMENT

CRD#: 283940 / SEC#: 801-108012

RIA

Registered Investment Advisory firm - (8/5/2016 Approved)

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Contact information

Main Address

111 N. Washington Street, Green Bay, WI 54301

Mailing Address

Phone number

(920) 430-1400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NWM - RETIREMENT PLAN SERVICES (3/28/2025)

WRAP FEE BROCHURE FOR NICOLET ADVISORY SERVICES, LLC (3/28/2025)

Regulatory assets under management

Total Number of Accounts	8,809
AUM (Assets Under Management)	$ 3,849,158,087

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Iryna Barkley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Iryna Barkley's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

Primary Firm SEC Registration

NICOLET WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 2/1/2024

Series 63

Date: 12/6/2023

Series 6TO

Date: 10/18/2023

SIE

Date: 9/7/2023

FINRA

Current Firm

NICOLET WEALTH MANAGEMENT

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NICOLET WEALTH MANAGEMENT

TRUST BUT VERIFY

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