Nickolas Ohara (CRD# 6930226) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Aspen, CO and has over 4 years of experience in the finance industry. Nickolas Ohara has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1099588
Ameriprise Financial Services, LLC
CRD# 1702479
Tcfg Investment Advisors, LLC
CRD# 2967657
Spectrum Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Aspen, CO | Sep 2023 - Current | < 1 |
| Devlin Financial Services | Aspen, CO | Feb 2018 - Current | 6 |
| Meat And Cheese | Aspen, CO | Jan 2015 - Current | 9 |
| Hops Culture | Aspen, CO | Sep 2014 - Current | 9 |
| Sagepoint Financial, Inc. | Aspen, CO | Nov 2018 - Sep 2023 | 4 |
| Full-time Education | Tallahassee, FL | May 2014 - Sep 2014 | < 1 |
| Vail Resorts | Aspen, CO | Sep 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- CO
- FL
- MI
- NM
- TX
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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