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Nicholas James Daleiden

Daleiden Wealth Advisors

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About Nicholas James Daleiden

Nicholas Daleiden is an investment advisor representative at Daleiden Wealth Advisors. Nicholas has been in the securities industry since 1984 and has a Series 6, 7, 24, 31, 63, and 65. Nicholas has experience in portfolio management for individuals. Nicholas has worked with 20 clients, and manages approximately $15 million in assets. Nicholas is registered with the state of Illinois.

Firm Information

Nicholas Daleiden is currently registered with Daleiden Wealth Advisors. Daleiden Wealth Advisors is an independent wealth management firm serving individuals and high-net-worth clients. They offer a range of financial services, including portfolio management, selection of other advisors, and asset management, with over $14.9 million in regulatory assets under management.

$14.96M

Assets Under Management

1

Total Clients

1

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Nicholas Daleiden’s Registration & Firm History

IL

02/02/2023 - Present

Daleiden Wealth Advisors (MCHENRY IL)

IL

06/30/2011 - 12/31/2022

NATIONS FINANCIAL GROUP, INC. (MCHENRY IL)

IL

11/18/2005 - 07/01/2011

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CRYSTAL LAKE IL)

NY

10/28/1987 - 11/21/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

NA

11/19/1985 - 12/06/1985

DEAN WITTER REYNOLDS INC.

NA

08/16/1985 - 09/26/1985

SOUTHMARK FINANCIAL SERVICES, INC.

NA

06/29/1984 - 09/24/1984

FIRST INVESTORS CORPORATION

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Licenses & Designations

IA

Issued 07/11/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/30/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/16/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/06/1996

Series 31 - Futures Managed Funds Examination

BC

Issued 08/17/1985

Series 7 - General Securities Representative Examination

BC

Issued 06/28/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Nicholas James Daleiden. Review regulatory record here.
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