Nicholas Bader (CRD# 7787128) is an Investment Advisor Representative working at Tfo Wealth Partners in Maumee, OH and has 1 year of experience in the finance industry.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tfo Wealth Partners | Maumee, OH | May 2022 - Current | 2 |
| Unemployed | Toledo, OH | Nov 2021 - May 2022 | < 1 |
| Gilmore Jasion Mahler | Maumee, OH | Nov 2020 - Nov 2021 | 1 |
| Unemployed | Toledo, OH | May 2020 - Oct 2020 | < 1 |
| University Of Toledo | Toledo, OH | Aug 2016 - May 2020 | 3 |
| University Of Toledo | Toledo, OH | Apr 2017 - Jan 2019 | 1 |
| Sylvania Recreation Corporation | Sylvania, OH | May 2014 - Mar 2017 | 2 |
| Sylvania Southview | Sylvania, OH | Jan 2013 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- OH
- TX
-
Total Assets Under Management3,932MILLIONS
-
Total Number of Accounts4,670ACCOUNTS
-
Average Account Value$842,076
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CT, DC, FL, GA, IL, IN, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, PA, SC, SD, TN, TX, VA, WA
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