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Nicholas Eugene Michels

Michels Family Financial, LLC

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About Nicholas Eugene Michels

Nicholas Michels is an investment advisor representative with Michels Family Financial, LLC. Nicholas has been in the industry for over 10 years, previously working for Edward Jones. Nicholas is a registered investment advisor representative in Texas and holds a Series 66, Series 7 and SIE license. Nicholas specializes in financial planning and pension consulting.

Firm Information

Nicholas Michels is currently registered with Michels Family Financial, LLC. Michels Family Financial, LLC is a financial advisor headquartered in FORT WORTH, TX. The firm has 1 licensed agent, 2 investment advisor representatives, and manages approximately $242,586,844 in regulatory assets. They offer financial planning, pension consulting, and other consulting services. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth.
Michels Family Financial, LLC

6000 WESTERN PLACE, SUITE 380

FORT WORTH, TX 76107

$242.59M

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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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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consulting

Consulting

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 Michels’s Registration & Firm History

TX

06/16/2022 - Present

Michels Family Financial, LLC (FORT WORTH TX)

TX

05/16/2012 - 06/21/2022

EDWARD JONES (FT WORTH TX)

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Licenses & Designations

BOTH

Issued 06/01/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Nicholas Eugene Michels. Review regulatory record here.
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