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Nick Krautscheid is an investment advisor representative with Sound Advisory, a firm based in Middleton, Idaho. Nick has been in the financial services industry for over 10 years. His areas of specialization include Portfolio Management for Individuals, Portfolio Management for Businesses, and Financial Planning. Nick has also taken the Uniform Investment Adviser Law Examination. Nick has a strong background in financial planning and portfolio management, and is committed to helping clients achieve their financial goals. Sound Advisory serves a wide range of clients, including individuals, families, businesses, and charitable organizations. The firm provides a variety of financial services, including financial planning, portfolio management, and tax preparation. The firm has a strong commitment to client service and is dedicated to helping 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax preparation
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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ID
02/14/2025 - Present
Sound Advisory (MIDDLETON ID)
Active
Inactive
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