Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Wayne Kroeger is a financial advisor with over 18 years of experience in the industry. Nicholas has a Series 6, 7, 63, and 66 license and is currently registered with Onedigital Investment Advisors in Kansas. Nicholas has worked in various financial services roles throughout their career, including time with Principal Securities, Inc., Equitable Distributors, LLC, and Triad Advisors. Nicholas specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting services. Nicholas's experience and expertise can help clients achieve their financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
05/22/2024 - Present
Onedigital Investment Advisors (Olathe KS)
KS
07/22/2024 - 08/23/2024
TRIAD ADVISORS LLC (Overland Park KS)
NC
09/12/2022 - 04/24/2024
EQUITABLE DISTRIBUTORS, LLC (CHARLOTTE NC)
CO
09/22/2005 - 10/24/2019
PRINCIPAL SECURITIES, INC. (DENVER CO)
IA
09/26/2007 - 09/23/2008
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
BC
Issued 09/30/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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