Scott NicholsonCRD Number: 1862660
Current Firm: Invest Financial Corporation
Scott Nicholson (CRD# 1862660) is an Investment Advisor Representative working at Invest Financial Corporation in Grand Rapids, MI and has over 8 years of experience in the finance industry.
Gabridge & Company Financial Advisors, LLC
Robert W. Baird & Company Incorporated
Plaisier Financial Group LLC
|Blue Water Asset Management||Grand Rapids, MI||Feb 2015 - Current||2|
|Benchmark Mortgage||Grand Rapids, MI||Jan 2014 - Current||3|
|Redfield Financial Group||Grand Rapids, MI||Nov 2011 - Current||5|
|Invest Financial Corporation||Grand Rapids, MI||May 2009 - Current||8|
|Goldstar Financial||Grand Rapids, MI||Mar 2011 - Dec 2013||2|
|Clark Financial Group||Grand Rapids, MI||Mar 2010 - Mar 2011||1|
|Vandyk Mortgage Corp.||Grand Rapids, MI||Apr 2007 - Mar 2010||2|
|Priority Mortgage Corp.||Grandville, MI||Apr 2002 - Apr 2007||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2009|
|S65||NASAA Investment Advisors Law Examination||Oct 2010|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management4,432MILLIONS
Total Number of Accounts31,513ACCOUNTS
Average Account Value$140,649
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.