Nickolas Ohara, financial advisor Aspen CO

Nickolas Ohara

CRD Number: 6930226
Current Firm: Sagepoint Financial, Inc.

Nickolas Ohara (CRD# 6930226) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Aspen, CO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Sagepoint Financial, Inc. Aspen, CO Nov 2018 - Current 4
Devlin Financial Services Aspen, CO Feb 2018 - Current 5
Meat And Cheese Aspen, CO Jan 2015 - Current 8
Hops Culture Aspen, CO Sep 2014 - Current 8
Full-time Education Tallahassee, FL May 2014 - Sep 2014 < 1
Vail Resorts Aspen, CO Sep 2013 - May 2014 < 1
Full-time Education Tallahassee, FL Sep 2010 - Sep 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Nickolas K. Ohara
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • CO
  • FL
  • MI
  • NM
By the Numbers
  • Total Assets Under Management
    16,245
    MILLIONS
  • Total Number of Accounts
    64,353
    ACCOUNTS
  • Average Account Value
    $252,436
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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, WY

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