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Nicholas Kalkas

Barrington Wealth AND Asset Management

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About Nicholas Kalkas

Nicholas Kalkas is an Investment Advisor Representative associated with Barrington Wealth And Asset Management. Nicholas Kalkas has been in the industry for over 20 years, and is registered in Illinois. Nicholas Kalkas has a Series 65 license and offers financial planning and portfolio management services to individuals.

Firm Information

Nicholas Kalkas is currently registered with Barrington Wealth AND Asset Management. Barrington Wealth AND Asset Management is a registered investment advisor that provides financial planning and portfolio management services to individuals. The firm manages approximately $6.1 million in assets for 5 clients.

$6.10M

Assets Under Management

Not reported

Total Clients

Not reported

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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percentage of assets

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

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Nicholas Kalkas’s Registration & Firm History

IL

09/03/2024 - Present

Barrington Wealth AND Asset Management (LAKE BARRINGTON IL)

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Licenses & Designations

IA

Issued 06/04/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Kalkas.
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