Matthew Nickels, financial advisor Grand Rapids MI

Matthew Nickels

Eccker Bujdos Group

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.

Similar Advisors
Rishi Acharya, financial advisor Grand Rapids MI
Rishi Acharya
CRD# 4414566
J.p. Morgan Securities LLC
Similar Advisors
Craig Ackermann, financial advisor Grand Rapids MI
Craig A. Ackermann
CRD# 4187403
Stewardship Trust Advisors
Similar Advisors
Todd Ackermann, financial advisor Grand Rapids MI
Todd W. Ackermann
CRD# 2030049
Stewardship Trust Advisors
Professional Designations
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
Contact Info for Matthew J. Nickels
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
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
  • 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
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

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.