linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Nickolas Ryan Minard

Root Financial Partners

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Nickolas? Claim Your Profile

About Nickolas Ryan Minard

Nickolas Minard is a financial advisor at Root Financial Partners in ENCINITAS, CA. Nickolas has been in the financial services industry since 2014. Nickolas is registered with FINRA and the states of Arizona and California. Nickolas has a Series 63, Series 66, Series 7, and SIE. Nickolas's specialties include financial planning, pension consulting, and portfolio management for individuals. Nickolas has experience working with high-net-worth individuals and pension and profit-sharing plans. Nickolas provides financial advice to clients in the states of Arizona and California.

Firm Information

Nickolas Minard is currently registered with Root Financial Partners. Root Financial Partners is an investment advisor headquartered in ENCINITAS, CA. The firm has 9 investment advisor representatives and manages $399,221,544 in regulatory assets under management. Root Financial Partners provides financial planning, portfolio management for individuals, selection of other advisors, and pension consulting services to individuals, high-net-worth individuals, and pension and profit-sharing plans.
Root Financial Partners

1106 2ND STREET

ENCINITAS, CA 92024

$399.22M

Assets Under Management

Not reported

Total Clients

14

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Nickolas Minard’s Registration & Firm History

CA

08/29/2024 - Present

Root Financial Partners (ENCINITAS CA)

AZ

12/02/2020 - 02/11/2021

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

PA

11/30/2018 - 09/28/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JENKINTOWN PA)

AZ

06/08/2017 - 08/31/2018

CHARLES SCHWAB & CO., INC. (Phoenix AZ)

Not sure if Nickolas Ryan Minard is right for you?

Licenses & Designations

BOTH

Issued 03/26/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/17/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/31/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nickolas Ryan Minard.
Not sure if Nickolas Ryan Minard is right for you?