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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 Bedlan is a financial advisor with Creative Planning. Nicholas has been in the financial services industry for over 15 years. Nicholas holds the Series 6, 7, 63 and 65 licenses and is a Certified Financial Planner™ and Chartered Financial Analyst. Nicholas has experience working with a variety of clients, including individuals, families, businesses, and institutions. Prior to joining Creative Planning, Nicholas was with Morgan Stanley and Lawson Kroeker Investment Management. Nicholas is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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2
KS
05/01/2018 - Present
Creative Planning (OVERLAND PARK KS)
NE
06/01/2009 - 01/23/2015
MORGAN STANLEY (OMAHA NE)
NE
12/09/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (OMAHA NE)
CA
07/30/2003 - 12/11/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
AZ
06/05/2001 - 07/14/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
WI
05/23/2000 - 06/01/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 03/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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