Nicholas SmelserCRD Number: 7065733
Current Firm: Madrona Financial Services, LLC
Nicholas Smelser (CRD# 7065733) is an Investment Advisor Representative working at Madrona Financial Services, LLC in Everett, WA and has 1 year of experience in the finance industry.
Wyatt Wealth Management
Sitka Pacific Capital Management, LLC
Thrivent Investment Management Inc.
|Madrona Financial Services, LLC||Everett, WA||Jun 2018 - Current||3|
|Papa Murphy's Pizza||Pullman, WA||Mar 2018 - May 2018||< 1|
|Union Market||Pullman, WA||Aug 2017 - May 2018||< 1|
|Washington State University||Pullman, WA||Aug 2016 - May 2018||1|
|Staff Pro||Pullman, WA||Sep 2016 - Apr 2018||1|
|Washington State University||Pullman, WA||Jan 2018 - Mar 2018||< 1|
|The Zzu Bar & Grill||Pullman, WA||Sep 2016 - Mar 2017||< 1|
|Sol Food||Everett, WA||Oct 2015 - Jul 2016||< 1|
|Edmonds Community College||Lynnwood, WA||Sep 2012 - Apr 2016||3|
|Best Buy||Everett, WA||Oct 2015 - Mar 2016||< 1|
|Old Navy||Everett, WA||Oct 2014 - Sep 2015||< 1|
|Fred Meyers||Everett, WA||Jul 2014 - Oct 2014||< 1|
|Papa Murphy's Pizza||Everett, WA||Aug 2008 - Mar 2014||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2021|
Total Assets Under Management254MILLIONS
Total Number of Accounts527ACCOUNTS
Average Account Value$481,160
- 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
- Educational seminars/workshops
AZ, CA, FL, ID, NC, NE, OR, TX, WA
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