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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Schreck is an Investment Advisor Representative with Alphastar Capital Management, LLC. Nicholas has been in the industry for over 15 years, starting with Schreck Insurance. Nicholas is a licensed Investment Advisor Representative in Wisconsin. Nicholas is also the co-owner of The Retirement Classroom, which provides free educational classes on retirement-related topics. Nicholas has a Series 65 license and provides services for individuals, corporations, pension and profit-sharing plans, and other investment advisors.
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.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services
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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WI
01/01/2025 - Present
Alphastar Capital Management (Madison WI)
IA
Issued 03/07/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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