Nicholas RumkeCRD Number: 7072307
Current Firm: Wpg Financial Group, LLC
Nicholas Rumke (CRD# 7072307) is an Investment Advisor Representative working at Wpg Financial Group, LLC in Baltimore, MD and has 1 year of experience in the finance industry.
Thrivent Investment Management Inc.
Abel Financial Management Company
|Wpg Financial Group||Baltimore, MD||Jul 2019 - Current||2|
|Kessler Investments||Athol, MA||Feb 2019 - Jul 2019||< 1|
|Student||Bourbonnais, IL||Jul 2018 - Feb 2019||< 1|
|Founders Financial||Towson, MD||May 2018 - Jul 2018||< 1|
|Creekmur Wealth||Bourbonnais, IL||Nov 2017 - May 2018||< 1|
|Student||Bourbonnais, IL||Aug 2017 - Nov 2017||< 1|
|State Farm||Bel Air, MD||May 2017 - Aug 2017||< 1|
|Student||Bourbonnais, IL||Aug 2015 - May 2017||1|
|Wawa||Hickory, MD||Jul 2014 - Aug 2015||1|
|Student||Bel Air, MD||Sep 2011 - Jul 2014||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management270MILLIONS
Total Number of Accounts839ACCOUNTS
Average Account Value$321,244
- 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
FL, GA, MD, PA, VA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.