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Nicholas Justin Eggert

Facet

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About Nicholas Justin Eggert

Nicholas Eggert is an investment advisor representative with Facet Wealth, Inc. Nicholas has been in the financial services industry since 2017 and has a diverse background in financial planning and investment management. Nicholas is also a Certified Financial Planner. Prior to joining Facet Wealth, Inc. in 2022, Nicholas worked with Robert W Baird & Co. Incorporated in Madison, Wisconsin and Northwestern Mutual Investment Services, LLC in Middleton, Wisconsin.

Firm Information

Nicholas Eggert is currently registered with Facet. Facet is an investment advisor headquartered in BALTIMORE, MD with approximately $1 billion - $10 billion in assets under management. They provide financial planning and portfolio management for individuals and high-net-worth individuals. They have 58 investment advisor representatives and 34,597 total accounts.
Facet

400 EAST PRATT STREET

BALTIMORE, MD 21202

$3.87B

Assets Under Management

2,957

Total Clients

71

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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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Nicholas Eggert’s Registration & Firm History

MD

11/07/2022 - Present

Facet (BALTIMORE MD)

WI

11/12/2018 - 04/06/2022

ROBERT W. BAIRD & CO. INCORPORATED (MADISON WI)

WI

06/02/2017 - 11/13/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MIDDLETON WI)

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Licenses & Designations

BOTH

Issued 06/17/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/07/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/25/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Justin Eggert.
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