Nicholas Urban (CRD# 6795132) is an Investment Advisor Representative working at Waldron Private Wealth in Plymouth, MI and has over 4 years of experience in the finance industry. Nicholas Urban 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 |
|---|---|---|---|
| Waldron Private Wealth, LLC | Bridgeville, PA | Feb 2023 - Current | 1 |
| Geneos Wealth Management Inc. | Ann Arbor, MI | Nov 2019 - Feb 2023 | 3 |
| Advanced Wealth Strategies | Ann Arbor, MI | Nov 2019 - Feb 2023 | 3 |
| Capital Asset Advisory Services | Ann Arbor, MI | Nov 2019 - Feb 2023 | 3 |
| Geneos Wealth Management | Ann Arbor, MI | Aug 2019 - Nov 2019 | < 1 |
| Advanced Wealth Strategies | Ann Arbor, MI | Aug 2019 - Nov 2019 | < 1 |
| Central Michigan University | Mount Pleasant, MI | Aug 2015 - May 2019 | 3 |
| Merrill Lynch Wealth Management - Kulhavi Wealth Management Team | Farmington Hills, MI | May 2018 - Aug 2018 | < 1 |
| Financial Independents Inc. | Lansing, MI | May 2017 - Aug 2017 | < 1 |
| Okemos Public Schools | Okemos, MI | Aug 2009 - May 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- MI
- PA
-
Total Assets Under Management4,066MILLIONS
-
Total Number of Accounts3,017ACCOUNTS
-
Average Account Value$1,347,685
- A percentage of assets under your management
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CA, DC, FL, IL, MA, MD, MI, NC, NH, NY, OH, PA, RI, TX, VA, WV
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