Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Richard Simonson is a registered Investment Advisor Representative with Madison Partners located in Madison, WI. Nicholas has been working in the financial services industry since 2014, having experience in several different fields. He holds a Series 65 license. Nicholas is dedicated to working with individuals, families, and businesses to help them achieve their financial goals. Madison Partners is a firm that specializes in providing financial planning and investment management services to individuals, families, and businesses. The firm has a team of experienced professionals who are committed to providing their clients with personalized service and tailored solutions.
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.
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.
A percentage of the total value of assets under management is charged.
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WI
03/28/2024 - Present
Madison Partners (MADISON WI)
IA
Issued 01/20/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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