John Nicklas, financial advisor La Porte IN
93 score

John Nicklas

CRD Number: 3102945
Current Firm: H.d. Vest Advisory Services, Inc.

John Nicklas (CRD# 3102945) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in La Porte, IN and has over 18 years of experience in the finance industry.

Similar Advisors
Mark Anleitner, financial advisor La Porte IN
Mark D. Anleitner
CRD# 4661368
J.p. Morgan Securities LLC
Score
96
Similar Advisors
Marilyn Brown, financial advisor La Porte IN
Marilyn I. Brown
CRD# 2525863
Commonwealth Financial Network
Score
96
Similar Advisors
Joseph Catanzarite, financial advisor La Porte IN
Joseph A. Catanzarite
CRD# 4759525
Harbour Investments, Inc.
Score
96
Company Name Location Dates Years
H.d. Vest Investment Services Laporte, IN Jul 1998 - Current 18
John M. Nicklas, Cpa, Pc Laporte, IN Apr 1990 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Aug 1999
Contact Info for John M. Nicklas
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 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.