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Kevin Mark Nichols

NWM Advisors, LLC

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About Kevin Mark Nichols

Kevin Nichols is a financial advisor with NWM Advisors, LLC. Kevin has been in the financial services industry since 1993 and has experience in providing investment advice to individuals and businesses. Kevin has held licenses as an investment advisor representative since 2016. Kevin has experience with a range of investment products and strategies, including mutual funds, stocks, bonds, and options. Kevin is dedicated to providing personalized financial advice to clients and helping them achieve their financial goals.

Firm Information

Kevin Nichols is currently registered with NWM Advisors, LLC. NWM Advisors, LLC is an investment advisor based in San Luis Obispo, CA. The firm offers portfolio management for individuals, businesses, and pension plans. They also provide pension consulting services. NWM Advisors manages approximately $247.8 million in assets for 451 clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
NWM Advisors, LLC

735 TANK FARM ROAD

SAN LUIS OBISPO, CA 93401

$247.83M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kevin Nichols’s Registration & Firm History

CA

06/06/2016 - Present

NWM Advisors, LLC (SAN LUIS OBISPO CA)

CA

12/12/1996 - 11/15/2017

LPL FINANCIAL LLC (SAN LUIS OBISPO CA)

MN

05/24/1993 - 12/19/1996

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

05/24/1993 - 12/19/1996

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 05/20/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/31/1997

Series 24 - General Securities Principal Examination

BC

Issued 11/15/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 05/21/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Mark Nichols.
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