Nicholas Tilli, financial advisor Plymouth MN

Nicholas Tilli

CRD Number: 5599495
Current Firm: Tilli Wealth Management

Nicholas Tilli (CRD# 5599495) is an Investment Advisor Representative working at Tilli Wealth Management in Plymouth, MN and has over 15 years of experience in the finance industry. Nicholas Tilli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Tilli Wealth Management LLC Plymouth, MN Apr 2021 - Current 2
Blend Financial, Inc. Dba Origin Financial San Francisco, CA May 2021 - May 2023 2
The Mather Group, LLC Chicago, IL May 2019 - Apr 2021 1
Bergankdv Wealth Management, LLC Bloomington, MN Nov 2016 - Apr 2019 2
Fidelity Investments Edina, MN Mar 2010 - Oct 2016 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Nicholas A. Tilli
Phone Number: 952-836-6063
Registered State(s):
  • MN
Current Firm Details
Tilli Wealth Management
Firm's CRD Number: 314801
By the Numbers
  • Total Assets Under Management
    14
    MILLIONS
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $465,517
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

MN

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