Nicholas Walschinski, financial advisor West Bend WI
93 score

Nicholas Walschinski

CRD Number: 5433522
Current Firm: Edward Jones

Nicholas Walschinski (CRD# 5433522) is an Investment Advisor Representative working at Edward Jones in West Bend, WI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Jan 2014 - Current 2
Tds Metrocom Waukesha, WI Jun 2012 - Jan 2014 1
Phones-to-own-southwest Inc. West Allis, WI Feb 2011 - May 2012 1
At&t Mobility Milwaukee, WI Apr 2007 - Feb 2011 3
Axa Advisors, LLC Milwaukee, WI Oct 2007 - Mar 2008 < 1
At&t Green Bay, WI Sep 2004 - Apr 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2008
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Nicholas J. Walschinski
Phone Number: 314-515-2000
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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