Nicholas Bishop (CRD# 6417071) is an Investment Advisor Representative working at Avantax Advisory Services in Dubuque, IA and has over 9 years of experience in the finance industry.
CRD# 4802967
Edward Jones
CRD# 2298964
Lpl Financial LLC
CRD# 4638956
Empower Advisory Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Dubuque, IA | Mar 2021 - Current | 3 |
| Avantax Planning Partners | Dubuque, IA | Jan 2021 - Current | 3 |
| Hk Financial Services, Inc. | Dubuque, IA | Apr 2018 - Jan 2021 | 2 |
| Unemployed | Dubuque, IA | Feb 2018 - Mar 2018 | < 1 |
| Cottingham & Butler Insurance Agency | Dubuque, IA | Jun 2017 - Jan 2018 | < 1 |
| Atcapital Management | Dubuque, IA | Oct 2015 - May 2017 | 1 |
| American Trust & Savings Bank | Dubuque, IA | Apr 2014 - May 2017 | 3 |
| Atfinancial Advisors | Dubuque, IA | Oct 2014 - Sep 2015 | < 1 |
| Loras College | Dubuque, IA | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2015 |
- IA
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, 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
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