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Nicholas Lloyd Akers

Principal Advised Services

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About Nicholas Lloyd Akers

Nicholas Akers is a financial advisor with Principal Advised Services. Nicholas has been in the financial services industry since January 10, 2015. Nicholas is registered with the Securities and Exchange Commission and is also registered with FINRA and the state of Missouri. Nicholas has a Series 66 license, a Series 7 license, and a SIE license. Nicholas offers a variety of services, including investment advice, retirement planning, and financial planning. Nicholas is committed to providing clients with personalized advice and guidance to help them achieve their financial goals. Nicholas is a Principal Life Insurance Company AVP - Advice, Education & Sales and also a Principal Advised Services Retirement Consultant.

Firm Information

Nicholas Akers is currently registered with Principal Advised Services. Principal Advised Services is a registered investment advisor based in Des Moines, IA. They offer portfolio management for individuals and selection of other advisors. The firm manages $569,489,941 in regulatory assets under management, primarily for individuals other than high-net-worth individuals. They also have a wrap fee program.
Principal Advised Services

655 9TH STREET

DES MOINES, IA 50309

$569.49M

Assets Under Management

1,268

Total Clients

144

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 Akers’s Registration & Firm History

MO

04/18/2024 - Present

Principal Advised Services (SAINT LOUIS MO)

MO

12/23/2014 - 06/08/2022

WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 01/22/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicholas Lloyd Akers.
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