Nicholas Kaiser, financial advisor Bellingham WA
76 score

Nicholas Kaiser

CRD Number: 865148
Current Firm: Saturna Capital Corporation

Nicholas Kaiser (CRD# 865148) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 26 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Saturna Environmental Corporation Bellingham, WA Dec 2014 - Current 1
Saturna Trust Company Bellingham, WA Jun 2014 - Current 2
Saturna Sendirian Berhad Kuala Lumpur, Mar 2010 - Current 6
Saturna Capital Corporation Bellingham, WA Jul 2009 - Current 7
Saturna Investment Trust Bellingham, WA Apr 1987 - Current 29
Amana Mutual Funds Trust Bellingham, WA Jul 1984 - Current 32
Saturna Trust Company Bellingham, WA Dec 2008 - Jun 2014 5
Saturna Capital Corporation Bellingham, WA Aug 1989 - Jul 2009 19
Saturna Brokerage Services Bellingham, WA Aug 1989 - Jul 2009 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1990
S65 NASAA Investment Advisors Law Examination Jan 1990
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Nicholas F. Kaiser
Phone Number: 360-594-9900
Firm Website:
Registered State(s):
  • CA
  • MD
  • TX
  • VA
  • WA
  • GA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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