Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Hunzinger is a financial advisor with Osaic Wealth, Inc. Nicholas has been in the financial services industry since 2010. Nicholas specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Nicholas is registered with the state of Wisconsin and Texas. Nicholas has over 14 years of experience in the financial services industry. Nicholas is committed to providing clients with the highest quality financial advice.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
WI
09/01/2023 - Present
Osaic Wealth, Inc. (MILWAUKEE WI)
WI
12/20/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (MILWAUKEE WI)
WI
08/14/2018 - 12/22/2020
VALMARK SECURITIES, INC. (MEQUON WI)
WI
04/18/2017 - 07/19/2018
BMO HARRIS FINANCIAL ADVISORS, INC. (HARTLAND WI)
IL
05/26/2011 - 04/19/2017
MORGAN STANLEY (CHICAGO IL)
AZ
07/09/2009 - 06/09/2010
AXA ADVISORS, LLC (SCOTTSDALE AZ)
BOTH
Issued 06/11/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Nicholas Hunzinger is the right advisor for you? Invested Better is here to help.
