Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Loehlein is an investment advisor representative with Osaic Wealth, Inc. Nicholas has been in the financial services industry since October 18, 2005. Nicholas has a combined total of 7 state registrations and 2 IA state registrations. Nicholas has been registered with Securities America, Inc., AXA Advisors, LLC, and Financial Network Investment Corporation. Nicholas has passed the Uniform Securities Agent State Law Examination, Uniform Combined State Law Examination, Securities Industry Essentials Examination, General Securities Representative Examination and the Investment Company Products/Variable Contracts Representative Examination. Nicholas is registered with the states of Iowa, Kentucky, Minnesota, Montana, Oklahoma, Texas, and Wisconsin.
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.
1
2
MN
06/14/2024 - Present
Osaic Wealth, Inc. (LITCHFIELD MN)
MN
03/26/2014 - 06/14/2024
SECURITIES AMERICA, INC. (LITCHFIELD MN)
MN
04/25/2007 - 04/03/2014
AXA ADVISORS, LLC (ST. CLOUD MN)
MN
10/14/2005 - 04/19/2007
FINANCIAL NETWORK INVESTMENT CORPORATION (MAPLE GROVE MN)
BOTH
Issued 12/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/12/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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