Matthew Nickels
CRD Number: 6425495
Current Firm: Osaic Wealth, Inc.
Compensation Model: Commission Only
Matthew Nickels (CRD# 6425495) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grand Rapids, MI and has 3 year of experience in the finance industry.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Royal Alliance Associates, Inc. | Grand Rapids, MI | Nov 2018 - Current | 5 |
Nickels, LLC | Grand Rapids, MI | Nov 2011 - Current | 12 |
Sii - John Hancock | Grand Rapids, MI | Aug 2018 - Nov 2018 | < 1 |
Bank Of America, N.a. | Grand Rapids, MI | Mar 2016 - Jun 2018 | 2 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Rapids, MI | Feb 2016 - Jun 2018 | 2 |
Pnc Investments | Grand Rapids, MI | Dec 2014 - Feb 2016 | 1 |
Pnc Bank | Grand Rapids, MI | Dec 2014 - Feb 2016 | 1 |
Pnc Bank | Grand Rapids, MI | Apr 2014 - Dec 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2015 |
- MI
-
Total Assets Under Management29,536MILLIONS
-
Total Number of Accounts149,233ACCOUNTS
-
Average Account Value$197,920
- 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)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.