Nicole Elmquist

Advisor at Fidelity

Updated today
Fidelity logo

Firm

Fidelity

Location

Buffalo, MN

Credentials

CFP®, Series 66

Industry experience

10 years

About

Nicole Elmquist serves as Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Planning Consultant, Relationship Manager, and Financial Representative. In her role, Nicole focuses on connecting with clients to understand their priorities and collaboratively defining goals and personalized strategies to achieve financial success. She utilizes Fidelity's planning tools and resources to create individualized financial plans that align with clients' values.

Nicole holds a California Insurance License, supporting her work in financial consulting. Her experience spans multiple aspects of client financial planning and relationship management within Fidelity Investments.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Wealth management

Occupation focus

Financial Professional

Work history

Fidelity Investments

2025 - Present (1 year)

Fidelity Personal and Workplace Advisors

2018 - Present (8 years)

FIDELITY Brokerage Services LLC

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Brian D

CFP®, Series 66

Independence, MN

Fidelity

Brian Dyvig is a Market Leader at Fidelity Investments. In this role, he leverages the trusted brand, technology, cost-efficient investment platform, and collaborative team environment at Fidelity to serve clients effectively. He has extensive experience in financial services, having held leadership positions at Fidelity Investments since 2013, including Assistant Branch Leader from 2013 to 2016 and Branch Leader from 2016 to 2025. Prior to joining Fidelity, Brian held various sales and advisory roles, including Sales Manager and Regional Sales Director at Ameriprise, Sales Associate at Marshall Financial, and Financial Advisor at Morgan Stanley. Brian's professional background reflects a progression through roles focused on sales management and financial advising within prominent financial institutions.

Wealth management Passive / index investing Active portfolio management

Zachary M

Series 66

Delano, MN

Edward Jones

Retirement income strategy Founder/Business Owner Professional Athlete Religious/faith focused

Derek L

Series 66

Buffalo, MN

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Divorce financial planning General estate planning guidance Founder/Business Owner

Mitchell B

Series 63, Series 66

Hanover, MN

Fidelity

Mitchell Bebus is an Investment Consultant currently working at Fidelity Investments. In this role, he collaborates with clients to develop financial plans that align with their financial goals. Mitchell has accumulated professional experience in the financial services industry, including positions as a Relationship Manager and Financial Representative at Fidelity Investments from 2021 through 2023, as well as prior experience as a Financial Advisor at Northwestern Mutual from 2014 to 2019. Outside of his professional career, Mitchell has interests that include comedy, concerts, family activities, golf, military service, and movies.

Wealth management

Nicholas P

Series 66

Albertville, MN

Fidelity

Nick Plaza is a Planning Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2024 to 2025 and as a Premier Banker at Wells Fargo from 2020 to 2024. His professional approach emphasizes building relationships based on trust and empathy by getting to know his clients personally. Throughout his career, Nick has developed expertise in financial planning and investment consulting. His experience spans multiple roles within the financial services industry, providing him with a broad understanding of client needs and financial strategies. Outside of his professional life, Nick has interests in fitness, food, social events, outdoor adventures, reading, and running.

General retirement planning Wealth management
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Steven N

Series 66

Buffalo, MN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Dentist Financial Professional Educators, Teachers, and Academics Founder/Business Owner
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