Nicholas Handeland (CRD# 6676510) is an Investment Advisor Representative working at Principal Securities, Inc. in Grand Rapids, MI and has over 7 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edge Wealth Management | Grand Rapids, MI | Aug 2021 - Current | 2 |
| Principal Life Insurance Company | Grand Rapids, MI | Sep 2019 - Current | 4 |
| Principal Securities Incorporated | Grand Rapids, MI | Sep 2019 - Current | 4 |
| Jpmorgan Chase Bank Na | Grand Rapids, MI | Jul 2016 - Sep 2019 | 3 |
| Jpmorgan Securities LLC | Grand Rapids, MI | Jul 2016 - Sep 2019 | 3 |
| Michigan State University | East Lansing, MI | Jan 2013 - Jun 2016 | 3 |
| Brown Gibbons Lang & Company | Cleveland, OH | May 2015 - Aug 2015 | < 1 |
| Meritage Hospitality Group | Grand Rapids, MI | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2016 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2020 |
- MI
- TX
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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