Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Hartley is a financial advisor with Windward Private Wealth Management Inc. Nicholas has been in the financial services industry since June 2021 and is registered with the state of Kansas, Missouri and Texas. Nicholas holds a Series 65 license and is a Certified Financial Planner. Windward Private Wealth Management Inc. provides financial planning, portfolio management for businesses and individuals.
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.
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.
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KS
10/04/2023 - Present
Windward Private Wealth Management Inc. (OVERLAND PARK KS)
IA
Issued 07/23/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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