Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nils? Claim Your ProfileNils Roger Wickman is a financial advisor with Ares Financial Consulting LLC in Tacoma, Washington. Nils has been in the financial services industry for over 15 years. Nils is also a Certified Financial Planner™ professional. Nils has a wide range of experience in the financial services industry, including working with Ameritas Investment Corp., Russell Financial Services, Inc., and American Express Financial Advisors Inc. Nils is passionate about helping individuals and families reach their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
WA
10/11/2024 - Present
Ares Financial Consulting LLC (Tacoma WA)
WA
09/02/2014 - 08/22/2017
AMERITAS INVESTMENT CORP. (TACOMA WA)
WA
07/13/2005 - 04/08/2011
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (SEATTLE WA)
MN
07/28/2004 - 02/24/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/28/2004 - 02/24/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/11/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Nils Wickman is the right advisor for you? Invested Better is here to help.
