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Nicholas Christensen

Ralicki Wealth Management & Trust Services

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About Nicholas Christensen

Nicholas Christensen is an Investment Advisor Representative at Ralicki Wealth Management & Trust Services located in Stuart, Florida. Nicholas has been in the industry since December 2016. Nicholas is licensed in Florida. Nicholas has passed the Series 65 exam and is currently registered with the state of Florida. Nicholas specializes in providing financial planning, pension consulting, and selection of other advisors.

Firm Information

Nicholas Christensen is currently registered with Ralicki Wealth Management & Trust Services. Ralicki Wealth Management & Trust Services is an investment advisor registered with the SEC and based in STUART, FL. The firm manages approximately $107,561,012 in regulatory assets, primarily for high net worth individuals, individuals other than high net worth, and pension and profit-sharing plans. They offer a variety of advisory services, including financial planning, pension consulting, and selection of other advisors. They also participate in wrap fee programs. You can find out more about them by visiting their website: HTTPS://WWW.RALICKIWM.COM.
Ralicki Wealth Management & Trust Services

1235 SE INDIAN STREET

STUART, FL 34997

$107.56M

Assets Under Management

Not reported

Total Clients

3

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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.

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 Christensen’s Registration & Firm History

FL

03/05/2024 - Present

Ralicki Wealth Management & Trust Services (STUART FL)

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Licenses & Designations

IA

Issued 02/17/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Christensen.
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