Transform Retirement

Transform Retirement (CRD# 317252) is a financial advisory firm headquartered in Green Bay, WI. They manage $8,952,063 in 24 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
118 N. Monroe Ave, #848, Green Bay, WI 54305
http://www.transformretirement.com
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $373,003
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Transform Retirement
Showing 1 - 1 of 1 top financial advisors.
1
Mark Nicholas, financial advisor De Pere WI
Mark S. Nicholas
CRD#: 4584095
De Pere, WI

Mark Nicholas (CRD# 4584095) is an Investment Advisor Representative working at Transform Retirement in De Pere, WI and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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