Nicholas Daniels (CRD# 6945356) is an Investment Advisor Representative working at Apollon Wealth Management, LLC in Boise, ID and has over 5 years of experience in the finance industry.
CRD# 5706352
Inspire Advisors, LLC
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Apollon Wealth Management, LLC | Boise, ID | Nov 2022 - Current | 1 |
| Tree City Advisors | Boise, ID | Jun 2020 - Current | 3 |
| Bikes And Beans | Boise, ID | Sep 2019 - Aug 2022 | 2 |
| Costco | Boise, ID | Oct 2020 - Feb 2021 | < 1 |
| Costco | Boise, ID | Mar 2020 - Jun 2020 | < 1 |
| Creative Financial Designs, Inc. | Kokomo, IN | Aug 2019 - May 2020 | < 1 |
| Thrivent Financial | Appleton, WI | Nov 2018 - Aug 2019 | < 1 |
| Thrivent Investment Management Inc. | Boise, ID | Jun 2018 - Aug 2019 | 1 |
| Thrivent Financial | Appleton, WI | Sep 2018 - Nov 2018 | < 1 |
| Spray 'n Coat Painting | Boise, ID | Jul 2017 - Aug 2018 | 1 |
| Renewal By Andersen | Boise, ID | Aug 2015 - Jul 2017 | 1 |
| Family Life Church | Lafayette, LA | Feb 2008 - Sep 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2018 |
- ID
-
Total Assets Under Management5,520MILLIONS
-
Total Number of Accounts15,301ACCOUNTS
-
Average Account Value$360,738
- 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 pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, 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, VT, WA, WI, WV, WY
About Wealthminder
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 derived from SEC.gov data covering 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.
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.