Nickie Dally has been an investment adviser representative at Hansen & Associates Financial Group since March 2021, and is not listed among the firm’s executive officers or direct owners.
Hansen & Associates Financial Group Inc. is a Roseville, CA firm with $202M under management, 537 clients and 3 advisers across 2 offices, as of its May 2026 filing.
Nickie Dally’s longest registration is the current one, 7 years at Blueprint Investments and Tax Planning since 2019. Before joining Hansen & Associates Financial Group in 2021, Nickie Dally was registered through Cadger Tax & Financial and Blueprint Wealth Partners, LLC.
- – present · 5 yearsElk Grove, CA · Adviser representative · Firm CRD 168363
- Cadger Tax & Financial– · under a yearElk Grove, CA · Adviser representative · Firm CRD 312033
- Blueprint Investments and Tax PlanningAlso current– present · 7 yearsElk Grove, CA · Adviser representative · Firm CRD 291591
- Blueprint Wealth Partners, LLC– · under a yearElk Grove, CA · Adviser representative · Firm CRD 168921
- Virtue Capital Management, LLC– · 4 yearsElk Grove, CA · Adviser representative · Firm CRD 167816
- Coppell Advisory Solutions, LLC– · 1 yearSanta Clarita, CA · Adviser representative · Firm CRD 156549
- Global Financial Private Capital, LLC– · 1 yearOxnard, CA · Adviser representative · Firm CRD 132070
- Envision Investment Advisors, LLC– · 1 yearSanta Clarita, CA · Adviser representative · Firm CRD 143667
Investment adviser representative registrations
Nickie Dally is registered as an investment adviser representative in California, since September 2019.
- CaliforniaSince 23 September 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 July 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Nickie Todd Dally
- CRD
- 4738406
- Firm
- Hansen & Associates Financial Group · CRD 168363
- Office
- 9381 E. Stockton Blvd, Elk Grove, CA 95624
- Registration
- Investment adviser registration
- In the industry since
- June 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Nickie Dally work?
Nickie Dally is an investment adviser representative registered through Hansen & Associates Financial Group Inc. since March 2021, and is not listed among the firm’s executive officers or direct owners.
Is Nickie Dally a financial advisor?
Yes. Nickie Dally has a current investment-adviser registration in California, through Hansen & Associates Financial Group since March 2021.
How many years of experience does Nickie Dally have?
Nickie Dally has 16 years in the financial industry, since June 2010, across 8 adviser firms.
What exams has Nickie Dally passed?
Nickie Dally passed the Series 65 in July 2008.
Where did Nickie Dally work before Hansen & Associates Financial Group?
Before Hansen & Associates Financial Group, Nickie Dally was registered through Blueprint Wealth Partners, LLC, January 2019 to October 2019; Virtue Capital Management, LLC, May 2014 to January 2019; Coppell Advisory Solutions, LLC, June 2013 to September 2014; Global Financial Private Capital, LLC, April 2010 to April 2012; Envision Investment Advisors, LLC, July 2008 to July 2009.
Where is Nickie Dally based?
Nickie Dally’s registered office is in Elk Grove, CA.
Is Nickie Dally registered with FINRA?
No. Nickie Dally has no current broker registration.
How can I verify Nickie Dally’s record?
Search CRD 4738406 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nickie Dally’s full registration record.
