Nicholas Hopwood (CRD# 4237515) is an Investment Advisor Representative working at Peak Wealth Management, LLC in Plymouth, MI and has over 23 years of experience in the finance industry. Nicholas Hopwood 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# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Securities, Inc. | Camarillo, CA | Apr 2019 - Current | 5 |
| Peak Wealth Management, LLC | Livonia, MI | May 2013 - Current | 10 |
| Regulus Advisors | Kentwood, MI | Jun 2015 - Apr 2019 | 3 |
| Lpl Financial, LLC | Livonia, MI | Nov 2000 - Jul 2015 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2000 |
- FL
- MI
- OH
- TX
-
Total Assets Under Management280MILLIONS
-
Total Number of Accounts1,600ACCOUNTS
-
Average Account Value$175,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, MI, OH, TX
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