Nicholas Molo (CRD# 6307204) is an Investment Advisor Representative working at Honkamp Krueger Financial Services Inc. in Dubuque, IA and has over 3 years of experience in the finance industry.
CRD# 5366057
Voya Financial Advisors, Inc.
Score
100
CRD# 2519009
Steele Capital Management, Inc.
Score
100
CRD# 5103781
Investments By Design, Inc.
Score
96
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Honkamp Krueger Financial Services | Dubuque, IA | Jan 2013 - Current | 4 |
| Argent Restaurent | Chicago, IL | Sep 2012 - Jan 2013 | < 1 |
| Student/ Unemployed | Chicago, IL | May 2012 - Sep 2012 | < 1 |
| Loyola University | Chicago, IL | Aug 2010 - May 2012 | 1 |
| Molo Oil Co | Dubuque, IA | May 2010 - Aug 2010 | < 1 |
| Loyola University | Chicago, IL | Aug 2009 - May 2010 | < 1 |
| Molo Oil Co | Dubuque, IA | May 2009 - Aug 2009 | < 1 |
| Loyala University | Chicago, IL | Aug 2008 - May 2009 | < 1 |
| Dubuque Public Schools | Dubuque, IA | Aug 2003 - Aug 2008 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2014 |
- IA
-
Total Assets Under Management2,334MILLIONS
-
Total Number of Accounts7,100ACCOUNTS
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Average Account Value$328,708
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, KY, MA, MI, MN, MO, MT, NC, ND, NE, NM, NV, NY, OH, OR, SC, SD, TN, TX, VA, WA, WI
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