Nicholas Simonson (CRD# 7895265) is an Investment Advisor Representative working at Madison Partners in Madison, WI and has 1 year of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 1414999
Baker Tilly Wealth Management, LLC
CRD# 5525772
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Madison Wealth Partners, Inc. | Madison, WI | Mar 2024 - Current | < 1 |
| Userevidence | Jackson, WY | Oct 2023 - Mar 2024 | < 1 |
| Zendesk | Madison, WI | Oct 2022 - Oct 2023 | 1 |
| Home Backup Systems | Fort Atkinson, WI | Nov 2020 - Oct 2022 | 1 |
| Simco Container Service | Fort Atkinson, WI | Feb 2020 - Apr 2022 | 2 |
| Jaeckle Distributors | Madison, WI | Jan 2019 - Feb 2020 | 1 |
| Unemployed | Madison, WI | Jun 2018 - Dec 2018 | < 1 |
| University Of Madison - Wisconsin | Madison, WI | Aug 2014 - May 2018 | 3 |
| Grocerkey | Madison, WI | Mar 2016 - Jan 2017 | < 1 |
| Ikon Transportation | Janesville, WI | May 2015 - Jan 2016 | < 1 |
| High School | Fort Atkinson, WI | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- WI
-
Total Assets Under Management559MILLIONS
-
Total Number of Accounts3,635ACCOUNTS
-
Average Account Value$153,787
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, FL, IL, MN, NE, NY, PA, SC, TX, WA, WI
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