Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nikolas? Claim Your ProfileNikolas Isaak Miner is a financial advisor with Momentous Wealth Management, Inc. Nikolas has been in the financial services industry since August 7, 2020. Nikolas is registered with the state of Washington and Oregon, and is also registered with FINRA. Nikolas provides financial planning services to individuals and families, as well as businesses. Nikolas also offers portfolio management and investment advisory services. Nikolas is a member of the Ameriprise Financial Services, LLC, and is a certified financial planner. Nikolas has over 100 clients and manages over $200 million in assets.
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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WA
08/16/2022 - Present
Momentous Wealth Management, Inc. (VANCOUVER WA)
WA
08/08/2020 - 08/19/2022
AMERIPRISE FINANCIAL SERVICES, LLC (VANCOUVER WA)
BOTH
Issued 09/08/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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