Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Wold is an investment advisor representative at Madrona Financial & Cpas. Nicholas has been in the industry since at least 2014. Nicholas is registered with the state of Washington and is active in the state. Madrona Financial & Cpas is an independent investment advisory firm headquartered in Everett, Washington. The firm's focus is on providing a variety of investment advisory services to individuals and businesses. Madrona Financial & Cpas has approximately 135 clients and manages over $392 million in assets.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WA
01/20/2023 - Present
Madrona Financial & Cpas (EVERETT WA)
Active
Inactive
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