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Nicholas Adam Poppe

Assetmark, Inc.

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About Nicholas Adam Poppe

Nicholas Poppe is an investment advisor representative with Assetmark, Inc. Nicholas has been in the industry since 2020, holding a Series 7TO, Series 66, and SIE licenses. Nicholas specializes in financial planning, retirement planning, investment management for individuals and investment companies. Nicholas is registered with the state of Arkansas.

Firm Information

Nicholas Poppe is currently registered with Assetmark, Inc.. Assetmark, Inc. is a Concord, CA-based investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides portfolio management for individuals, investment companies, and pension plans, as well as selection of other advisors and pension consulting. Assetmark serves a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and investment companies. They also offer wrap fee program participation.
Assetmark, Inc.

1655 GRANT STREET

CONCORD, CA 94520-2445

$65.62B

Assets Under Management

91,910

Total Clients

166

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Nicholas Poppe’s Registration & Firm History

CA

01/04/2022 - Present

Assetmark, Inc. (CONCORD CA)

NE

02/14/2020 - 01/21/2021

RAYMOND JAMES FINANCIAL SERVICES, INC. (OMAHA NE)

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Licenses & Designations

BOTH

Issued 06/10/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/14/2020

Series 7TO - General Securities Representative Examination

BC

Issued 01/06/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicholas Adam Poppe.
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