Nicholas Adams (CRD# 6806293) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bloomington, MN and has over 5 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Bloomington, MN | Mar 2020 - Current | 4 |
| Ameriprise Financial Services Inc. | St. Louis Park, MN | Jun 2018 - Mar 2020 | 1 |
| University Of North Dakota | Grand Forks, ND | Jan 2017 - May 2018 | 1 |
| Ameriprise Financial Services Inc. | Minneapolis, MN | May 2017 - Aug 2017 | < 1 |
| Lakeshore Weekly News | Wayzata, MN | Jun 2014 - May 2017 | 2 |
| Minnesota Junior Pga | Coon Rapids, MN | Jun 2015 - Aug 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- MN
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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