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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 Wheeler is an Investment Advisor Representative associated with Cerity Partners LLC. Nicholas Wheeler is registered with the state of Indiana and has been working in the industry since May 2021. Nicholas Wheeler's areas of specialization include portfolio management for individuals, businesses, and pooled investment vehicles, as well as financial planning, pension consulting, and selection of other advisors.
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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
03/12/2024 - Present
Cerity Partners LLC (NEW YORK NY)
IA
Issued 10/21/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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