Nicholas Gary (CRD# 6288377) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Waterloo, IA and has over 8 years of experience in the finance industry.
CRD# 5204878
Cetera Investment Advisers LLC
CRD# 5622169
Ameriprise Financial Services, LLC
CRD# 4720768
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | Waterloo, IA | Dec 2015 - Current | 8 |
| U.s. Bank | Waterloo, IA | May 2015 - Jul 2016 | 1 |
| University Of Northern Iowa | Cedar Falls, ID | Aug 2013 - May 2015 | 1 |
| University Of Northern Iowa | Waterloo, IA | Aug 2011 - May 2015 | 3 |
| Northernwestern Mutual | Waterloo, IA | Sep 2013 - Sep 2014 | 1 |
| Northern Iowa Newspaper | Cedar Falls, IA | Aug 2012 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2016 |
| S63 | Uniform Securities State Law Examination | Mar 2016 |
- IA
-
Total Assets Under Management15,875MILLIONS
-
Total Number of Accounts60,028ACCOUNTS
-
Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, VT, WA, WI, WV, WY
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