Nicklos Naseman (CRD# 5516605) is an Investment Advisor Representative working at Royal Fund Management, LLC in Colorado Springs, CO and has over 15 years of experience in the finance industry.
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
CRD# 5836179
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Iron Mountain Financial, Inc. | Colorado Springs, CO | Jun 2023 - Current | < 1 |
| Royal Fund Management, LLC | Lady Lake, FL | Feb 2023 - Current | 1 |
| Iron Mountain Financial, Inc. | Colorado Springs, CO | Aug 2014 - Jun 2023 | 8 |
| Elite Investment Team, LLC | San Diego, CA | Nov 2018 - Jan 2020 | 1 |
| Nicklos K. Naseman, Inc. | Colorado Springs, CO | Jan 2009 - Dec 2016 | 7 |
| Prestige Wealth Management, Inc. | Colorado Springs, CO | Sep 2009 - Oct 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2008 |
- CO
-
Total Assets Under Management1,362MILLIONS
-
Total Number of Accounts11,583ACCOUNTS
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Average Account Value$117,573
- 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
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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