Nicholas Burge (CRD# 6271261) is an Investment Advisor Representative working at Lpl Financial LLC in Lodi, WI and has over 9 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Lodi, WI | May 2022 - Current | 1 |
| Cuna Brokerage Services, Inc. | Waverly, IA | May 2016 - Current | 7 |
| Cuna Mutual Group | Waverly, IA | May 2016 - Current | 7 |
| Ameriprise Financial Services, Inc. | Minneapolis, MN | Dec 2015 - Apr 2016 | < 1 |
| Metlife Securities Inc. | Middleton, WI | Jan 2014 - Dec 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2014 |
- WI
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Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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, WY
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