Nickolas Simoneau (CRD# 5808964) is an Investment Advisor Representative working at Irontree Wealth Management in Clifton, IL and has over 13 years of experience in the finance industry.
CRD# 4125803
Raymond James Financial Services Advisors, Inc.
CRD# 5266128
Stifel, Nicolaus & Company, Incorporated
CRD# 1790660
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Irontree Wealth Management | 1 Dearborn Square - Suite 515, IL | Aug 2013 - Current | 10 |
| P.s.i. | Kankakee, IL | Jan 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2010 |
- IL
-
Total Assets Under Management10MILLIONS
-
Total Number of Accounts26ACCOUNTS
-
Average Account Value$401,041
- 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
- Pension consulting services
IL
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