Nicholas Wiedrich, financial advisor Bismarck ND
93 score

Nicholas Wiedrich

CRD Number: 5546367
Current Firm: Level Four Advisory Services

Nicholas Wiedrich (CRD# 5546367) is an Investment Advisor Representative working at Level Four Advisory Services in Bismarck, ND and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Level Four Advisory Services Bismarck, ND Oct 2015 - Current 1
Lpl Financial Bismarck, ND Oct 2015 - Current 1
Thrivent Investment Management Inc. Bismarck, ND Jun 2008 - Oct 2015 7
Thrivent Financial For Lutherans Appleton, WI Jun 2008 - Oct 2015 7
Jerome Distributing Bismarck, ND Apr 2007 - May 2008 1
University Of Mary Bismarck, ND Jan 2007 - Apr 2007 < 1
Jerome Distributing Bismarck, ND Dec 2006 - Jan 2007 < 1
Ymca Bismarck, ND Sep 2006 - Dec 2006 < 1
Unemployed Bismarck, ND Aug 2006 - Sep 2006 < 1
Jerome Distributing Bismarck, ND May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Nicholas G. Wiedrich
Phone Number: 972-665-0878
Registered State(s):
  • ND
By the Numbers
  • Total Assets Under Management
    1,313
    MILLIONS
  • Total Number of Accounts
    5,717
    ACCOUNTS
  • Average Account Value
    $229,697
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

AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KY, LA, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI

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

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