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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Krenz is a financial advisor with Ameriprise Financial Services, LLC. Nicholas is registered with the state of Colorado and Texas. Nicholas has been in the industry since 2010 and has experience in both broker-dealer and investment advisor roles. Nicholas holds Series 7 and Series 66 licenses and also passed the Securities Industry Essentials (SIE) Examination. Nicholas has worked with several firms in the past, including Raymond James Financial Services, Inc. and Thrivent Investment Management Inc. Nicholas specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, and portfolio management.
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.
Asset allocation services
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
CO
04/27/2017 - Present
Ameriprise Financial Services, LLC (Boulder CO)
CO
06/16/2014 - 04/20/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (WINDSOR CO)
CO
09/06/2013 - 06/23/2014
AMERIPRISE FINANCIAL SERVICES, INC. (BOULDER CO)
CO
09/08/2010 - 09/10/2013
THRIVENT INVESTMENT MANAGEMENT INC. (WINDSOR CO)
BOTH
Issued 08/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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