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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicolaas? Claim Your ProfileNicolaas Doelman, a financial professional with over two decades of experience, is an Investment Advisor Representative (IAR) with Kestra Advisory Services, LLC. Nicolaas Doelman has a strong history in the financial industry, having worked previously with LPL Financial LLC and Waddell & Reed, Inc. His extensive experience and comprehensive knowledge allow Nicolaas Doelman to provide a wide range of financial services, including financial planning, wealth management, and retirement planning. Nicolaas Doelman is committed to helping clients achieve their financial goals and is dedicated to providing personalized and tailored advice.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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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2
IA
05/21/2019 - Present
Kestra Advisory Services, LLC (Sioux Center IA)
IA
06/12/2009 - 05/21/2019
LPL FINANCIAL LLC (SIOUX CENTER IA)
SD
06/18/2007 - 06/19/2009
WADDELL & REED, INC. (SIOUX FALLS SD)
KS
01/21/2004 - 12/31/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
KS
06/11/2002 - 12/31/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
KS
02/04/2000 - 06/19/2000
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 07/13/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/28/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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