Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Natzke is a financial advisor with Global Retirement Partners LLC in San Rafael, California. Nicholas has been in the financial services industry since 2012. Nicholas is registered with the state of Wisconsin and holds Series 6, 7, 63, and 66 licenses. Nicholas specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and retirement plans.
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.
Helps you choose top advisors aligned with your financial 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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CA
10/06/2020 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
WI
01/05/2016 - 10/03/2020
ASSOCIATED INVESTMENT SERVICES, INC. (GREEN BAY WI)
WI
12/13/2013 - 01/11/2016
MML INVESTORS SERVICES, LLC (DE PERE WI)
WI
03/12/2012 - 12/18/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GREEN BAY WI)
BOTH
Issued 04/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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