Nicholas Reiland (CRD# 4340772) is an Investment Advisor Representative working at Vantage Point Financial, LLC in Lisle, IL and has over 23 years of experience in the finance industry. Nicholas Reiland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vantage Point Financial LLC | Lisle, IL | Dec 2019 - Current | 4 |
| Spc | Lisle, IL | Jan 2011 - Jan 2020 | 9 |
| Sigma Financial Corporation | Lisle, IL | Jan 2011 - Dec 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2001 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2001 |
- IL
- IA
- MO
- TX
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Total Assets Under Management238MILLIONS
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Total Number of Accounts1,233ACCOUNTS
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Average Account Value$192,963
- 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
- Selection of other advisers (including private fund managers)
CA, FL, IA, IL, MI, MO, NC, TX
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