Nickolas Sanchez (CRD# 5396215) is an Investment Advisor Representative working at On Investment Management Co in Novi, MI and has over 16 years of experience in the finance industry. Nickolas Sanchez 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.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The O.n. Equity Sales Company | Cincinnati, OH | Jun 2011 - Current | 12 |
| O.n. Investment Management Company | Cincinnati, OH | Jun 2011 - Current | 12 |
| Fai Advisors | Farmington Hills, MI | May 2011 - Current | 12 |
| Ohio National Financial Services | Cincinnati, OH | May 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2007 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2010 |
- AZ
- FL
- GA
- IL
- IN
- MD
- MA
- MI
- MO
- NC
- OH
- WA
- WI
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Total Assets Under Management2,195MILLIONS
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Total Number of Accounts15,930ACCOUNTS
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Average Account Value$137,818
- 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)
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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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