Nicole Standen has been an investment adviser representative at Gainplan since August 2018, and is not listed among the firm’s executive officers or direct owners. Nicole Standen holds a Bachelor of Business Administration in Finance, Economics from Western Michigan University and a Master of Business Administration from Wayne State University.
Gainplan LLC is a Bloomfield Hills, MI firm with $462M under management, 495 clients and 8 advisers in one office, as of its September 2026 filing.
Nicole Standen is Relationship Manager of Gainplan. She works with individuals and families on retirement planning, investment decisions, reviews of spending and savings, and pension and Social Security options. She also works with the firm's retirement-plan clients, is the main point of contact for many of its business owners and plan sponsors, and provides employee education and one-on-one support to plan participants.
Nicole Standen’s longest registration is the current one, 8 years at Gainplan since 2018. Before joining Gainplan in 2018, Nicole Standen was registered through Cig Asset Management, Inc. and Edelman Financial Services LLC.
- Gainplan LLCCurrent– present · 8 yearsBloomfield Hills, MI · Adviser representative · Firm CRD 174427
- Cig Asset Management, Inc.– · 1 yearSouthfield, MI · Adviser representative · Firm CRD 123609
- Edelman Financial Services LLC– · 2 yearsTroy, MI · Adviser representative · Firm CRD 113299
Professional designations
Listed by Gainplan
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Retirement Plans Specialist (CRPS®)
Investment adviser representative registrations
Nicole Standen is registered as an investment adviser representative in Michigan, since August 2018.
- MichiganSince 21 August 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 17 September 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 May 2013 |
| Series 65 | Uniform Investment Adviser Law Examination | 18 October 2012 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 12 September 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Nicole Josetta-Kraus Standen
- CRD
- 5326701
- Firm
- Gainplan · CRD 174427
- Office
- 800 W. LONG LAKE ROAD, SUITE 100, Bloomfield Hills, MI 48302
- Registration
- Investment adviser registration
- In the industry since
- February 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gainplanners.com
Where does Nicole Standen work?
Nicole Standen is an investment adviser representative registered through Gainplan LLC since August 2018, and is not listed among the firm’s executive officers or direct owners.
Is Nicole Standen a financial advisor?
Yes. Nicole Standen has a current investment-adviser registration in Michigan, through Gainplan since August 2018.
How many years of experience does Nicole Standen have?
Nicole Standen has 13 years in the financial industry, since February 2013, across 3 adviser firms.
What exams has Nicole Standen passed?
Nicole Standen has passed 4 licensing exams: the Series 6, Series 65, Series 63 and Series 7. The earliest, the Series 6, was passed in September 2011. FINRA credited Nicole Standen with the SIE, which began in October 2018.
Where did Nicole Standen work before Gainplan?
Before Gainplan, Nicole Standen was registered through Cig Asset Management, Inc., June 2015 to March 2017; Edelman Financial Services LLC, October 2012 to May 2015.
Where is Nicole Standen based?
Nicole Standen’s registered office is in Bloomfield Hills, MI.
Is Nicole Standen registered with FINRA?
No. Nicole Standen has no current broker registration.
Is Nicole Standen a CFP?
Gainplan lists Nicole Standen with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Nicole Standen’s record?
Search CRD 5326701 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nicole Standen’s full registration record.
