Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Callesen is an investment advisor representative with Independent Financial Partners. Nicholas has been in the financial industry since 1992. Nicholas is registered with the state of Michigan and 23 other states. The advisor's main office is located in Manistee, MI.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
MI
01/20/2022 - Present
Independent Financial Partners (MANISTEE MI)
MI
09/08/2009 - 05/23/2019
LPL FINANCIAL LLC (MANISTEE MI)
MI
07/17/1996 - 09/08/2009
MUTUAL SERVICE CORPORATION (MANISTEE MI)
IL
06/22/1994 - 07/22/1996
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
IN
10/13/1992 - 06/28/1994
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/13/1992 - 06/28/1994
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 12/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1994
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Nicholas Callesen is the right advisor for you? Invested Better is here to help.
