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Nickolas Steven Wardell

Tripletree, LLC

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About Nickolas Steven Wardell

Nickolas Wardell is a financial professional with a background in investment banking. He holds the Series 79TO and SIE licenses, demonstrating his expertise in securities trading and investment banking. Nickolas is currently employed by Tripletree, LLC, a firm that specializes in providing investment services.

Firm Information

Nickolas Wardell is currently registered with Tripletree, LLC. Tripletree, LLC is a Limited Liability Company formed on January 13, 1997. The company is registered in Minnesota and New York and has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

49

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.

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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Nickolas Wardell’s Registration & Firm History

MN

08/14/2024 - Present

Tripletree, LLC (Minneapolis MN)

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Licenses & Designations

BC

Issued 08/14/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 04/10/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nickolas Steven Wardell.
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