Nicholas Huss, financial advisor Appleton WI
93 score

Nicholas Huss

CRD Number: 5316365
Current Firm: Cetera Investment Advisers LLC

Nicholas Huss (CRD# 5316365) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Appleton, WI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Appleton, WI May 2015 - Current 1
North Shore Bank Appleton, WI May 2015 - Current 1
Cetera Investment Services LLC St. Cloud, MN May 2015 - Current 1
Sii Investments Appleton, WI Jun 2012 - Apr 2015 2
Bmo Harris Bank Na Milwaukee, WI Jul 2011 - Jun 2012 < 1
M&i Financial Advisors Appleton, WI Jan 2011 - Jun 2012 1
M&i Insurance Services Inc. Milwaukee, WI Jan 2011 - Jun 2012 1
M&i Trust Company Milwaukee, WI Jan 2011 - Jun 2012 1
Uw-oshkosh Oshkosh, WI Aug 2006 - Dec 2010 4
Northwestern Mutual Investment Services, LLC Appleton, WI Jan 2010 - Jan 2010 < 1
Debra Blevons Appleton, WI Jul 2009 - Jan 2010 < 1
Northwestern Mutual Investment Services, LLC Appleton, WI Jul 2009 - Jan 2010 < 1
Thrivent Investment Management Inc. Appleton, WI Mar 2009 - Jun 2009 < 1
Thrivent Financial For Lutherans Appleton, WI Mar 2009 - Jun 2009 < 1
Northwestern Mutual Investment Services, LLC Appleton, WI Dec 2007 - Feb 2009 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Mar 2007 - Feb 2009 1
Armament Systems Appleton, WI Apr 2005 - Aug 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2008
S66 NASAA Uniform Combined State Law Examination Sep 2009
Contact Info for Nicholas E. Huss
Phone Number: 888-528-2987
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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