Nicholas Loehlein (CRD# 5029515) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Litchfield, MN and has over 18 years of experience in the finance industry.
CRD# 4697528
Cetera Investment Advisers LLC
CRD# 4095285
Gwn Securities Inc.
CRD# 6973059
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America Advisors | Rice, MN | Jan 2017 - Current | 7 |
| Securities America Inc. | Rice, MN | Mar 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2016 |
- MN
- TX
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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