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Nickolas Ray Roeder

CIG Asset Management, Inc.

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About Nickolas Ray Roeder

Nickolas Roeder is a registered representative with CIG Asset Management, Inc. and has been in the industry since 2014. Nickolas Roeder holds the Series 7 and Series 66 licenses and is an Investment Advisor Representative with CIG Asset Management, Inc. Nickolas Roeder has prior experience at Fidelity Brokerage Services LLC, Scottrade, Inc., Edward Jones, and AXA Advisors, LLC.

Firm Information

Nickolas Roeder is currently registered with CIG Asset Management, Inc.. CIG Asset Management, Inc. is a registered investment adviser based in Southfield, MI. They manage a total of $135.2 million in assets for a range of clients, including individuals, trusts, retirement plans, and pooled investment vehicles. Their services include financial planning, portfolio management, and wrap fee programs. The firm has been in business since 1996 and has a team of four licensed professionals. They are committed to providing personalized investment advice and guidance to help clients achieve their financial goals.
CIG Asset Management, Inc.

ONE TOWNE SQUARE

SOUTHFIELD, MI 48076

$135.21M

Assets Under Management

4

Total Clients

4

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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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Nickolas Roeder’s Registration & Firm History

MI

10/08/2024 - Present

CIG Asset Management, Inc. (SOUTHFIELD MI)

MI

07/20/2017 - 03/22/2024

FIDELITY BROKERAGE SERVICES LLC (FARMINGTON MI)

MI

09/11/2015 - 07/11/2017

SCOTTRADE, INC. (TROY MI)

MI

03/23/2015 - 08/20/2015

EDWARD JONES (SOUTHFIELD MI)

MI

11/13/2013 - 01/07/2015

AXA ADVISORS, LLC (TROY MI)

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Licenses & Designations

BOTH

Issued 01/13/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Nickolas Ray Roeder. Review regulatory record here.
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