Nicholas Randall
CRD Number: 6169689Current Firm: Randall Wealth Advisors, LLC
Compensation Model: Fee Only
Nicholas Randall (CRD# 6169689) is an Investment Advisor Representative working at Randall Wealth Advisors, LLC in La Vista, NE and has over 6 years of experience in the finance industry and over 22 years in insurance and financial services. Randall Wealth Advisors is a fee-only, fiduciary wealth management firm. With a focus on investment planning, risk planning and a tax efficient portfolio focus, Randall Wealth Advisors is a leading financial firm serving the midwest.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Oct 2022 - Current | 1 |
| The Olson Group | Omaha, NE | Jun 2022 - Current | 1 |
| Randall Wealth Advisors, LLC | Omaha, NE | Mar 2016 - Current | 8 |
| Arbr Corporation | Omaha, NE | Mar 2007 - Current | 17 |
| Western Marketing Associates, Inc. | Omaha, NE | Oct 2013 - Jun 2022 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2015 |
| S63 | Uniform Securities State Law Examination | Feb 2023 |
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Other
- Selection of other advisers (including private fund managers)
IA, KS, NE
Randall Wealth Advisors (RWA)is a state-based Registered Investment Adviser (NE, IA, KS). Advisory services are only offered to clients or prospective clients where RWA and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by RWA unless a client service agreement is in place. Any communications with prospective clients residing in states or international jurisdictions where RWA and its representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.
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