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Nick Jason Hubbard

Colorado Financial Service Corp.

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About Nick Jason Hubbard

Nick Hubbard is a registered representative with Colorado Financial Service Corp. Nick has been in the industry since 1997 and has a broad base of experience in the financial services industry. Nick is licensed to sell securities in Alaska, California, Colorado, Montana, North Dakota, South Dakota, Washington, and Wyoming. In addition to being a registered representative, Nick also holds licenses as an Investment Advisor Representative, in Alaska, and Montana. Nick is a Series 6, 7, 66, and SIE licensed representative. Nick is also the owner of Hubbard Financial, where he offers fixed annuities and life insurance products. Nick works with a variety of clients, including high-net-worth individuals.

Firm Information

Nick Hubbard is currently registered with Colorado Financial Service Corp.. Colorado Financial Service Corp. is a Corporation that was formed on June 13, 2000 and is approved to operate in 53 states and the District of Columbia. The firm has 41 registered representatives, 22 investment adviser representatives, and 20 licensed agents. The firm manages approximately $44,055,697 in discretionary assets for 157 clients. Colorado Financial Service Corp. provides financial planning, portfolio management for individuals, and selection of other advisers.

$44.06M

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nick Hubbard’s Registration & Firm History

CO

01/31/2025 - Present

Colorado Financial Service Corp. (CENTENNIAL CO)

MT

02/17/2004 - 05/21/2009

RMIN SECURITIES, INC. (FORSYTH MT)

NJ

09/15/1997 - 01/13/2004

PRUCO SECURITIES, LLC. (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 12/29/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/1999

Series 7 - General Securities Representative Examination

BC

Issued 09/12/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nick Jason Hubbard.
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