Nicholas Greteman, financial advisor Carroll IA

Nicholas Greteman

CRD Number: 2150170
Current Firm: Greteman Capital Management

Nicholas Greteman (CRD# 2150170) is an Investment Advisor Representative working at Greteman Capital Management in Carroll, IA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Greteman Capital Management LLC Carroll, IA Sep 2020 - Current 3
Greteman Cpa, P.c. Carroll, IA Jul 2018 - Current 5
West Place Properties, LLC Carroll, IA Jan 2003 - Current 21
Honkamp Krueger Financial Services, Inc. Carroll, IA Oct 2016 - Sep 2018 1
Robinson Ruhnke Pc Carroll, IA Dec 2015 - Jun 2018 2
Heithoff Hansen Muhlbauer Manning, IA Dec 2013 - Nov 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1992
S65 NASAA Investment Advisors Law Examination Oct 2016
Contact Info for Nicholas L. Greteman
Phone Number: 712-792-1120
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IA

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