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Nicole Schenk Wasiakowski

Brightside Wealth Planning, LLC

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About Nicole Schenk Wasiakowski

Nicole Schenk Wasiakowski is a financial advisor registered with Brightside Wealth Planning, LLC. Nicole has been in the industry since 2004 and has worked with several other firms including LPL Financial LLC, SEI INVESTMENTS DISTRIBUTION CO., Ameriprise Financial Services, Inc., and IDS LIFE INSURANCE COMPANY. Nicole holds the Series 66, Series 7, and SIE licenses. Nicole provides financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Nicole Wasiakowski is currently registered with Brightside Wealth Planning, LLC. Brightside Wealth Planning, LLC is an investment advisor with two investment advisor representatives and two investment advisory functions. They offer financial planning, selection of other advisors, and portfolio management services to individuals, businesses, and high-net-worth individuals.

Not reported

Assets Under Management

Not reported

Total Clients

2

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Nicole Wasiakowski’s Registration & Firm History

PA

01/17/2024 - Present

Brightside Wealth Planning, LLC (CENTER VALLEY PA)

PA

09/20/2022 - 01/26/2024

LPL FINANCIAL LLC (CENTER VALLEY PA)

PA

04/23/2008 - 09/06/2022

SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)

PA

05/05/2004 - 03/12/2007

AMERIPRISE FINANCIAL SERVICES, INC. (CENTER VALLEY PA)

MN

05/05/2004 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 08/12/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicole Schenk Wasiakowski.
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