ADVISOR BIO

Nicholas Burge is an investment advisor representative for LPL Financial LLC. Nicholas has been in the industry since April 28, 2014. Nicholas is registered with the state of Wisconsin and 50 other states. Nicholas has passed the Series 66, Series 7, and SIE exams. Nicholas has experience with Ameriprise Financial Services, Inc., CUNA Brokerage Services, Inc., and MetLife Securities Inc. Nicholas also provides consulting and other non-discretionary advisory services.

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ADVISOR BIO

Nicholas Wilsens is a financial advisor at UBS Financial Services Inc. Nicholas has been in the financial services industry since 2006. Nicholas has a Series 7, Series 31, and Series 66 securities license, as well as a SIE. Nicholas has experience working for Wells Fargo Advisors and Morgan Stanley. Nicholas provides financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations.

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ADVISOR BIO

Nicholas Sowers is a financial advisor with KCD Financial, Inc. Nicholas has over 5 years of experience in the financial services industry. Nicholas is a Registered Representative and Investment Advisor Representative with KCD Financial, Inc. in Green Bay, Wisconsin. Nicholas has his Series 66, Series 7 and Series 26 licenses. Nicholas is also licensed in Florida, Georgia, Ohio, Colorado and Texas.

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ADVISOR BIO

Nicholas Moore is an Investment Advisor Representative at Trinity Financial Planning, based in Middleton, WI. Nicholas has over 7 years of experience in the financial services industry. Nicholas has a Series 6, 7 and 66 licenses and holds the SIE designation. Prior to joining Trinity Financial Planning, Nicholas worked at CRI Securities, LLC, Securian Financial Services, Inc., Edward Jones and LPL Financial LLC.

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ADVISOR BIO

Nicholas Ziarek is a financial advisor with Shakespeare Wealth Management, LLC located in Pewaukee, WI. Nicholas has been in the financial services industry for over 14 years. Nicholas is registered in Wisconsin as an Investment Advisor Representative. Nicholas has a Series 7 and Series 63. Nicholas is also a Certified Financial Planner and a Chartered Financial Analyst. Nicholas's expertise includes providing financial planning services to individuals and businesses. Nicholas specializes in financial planning, investment management, and retirement planning. Nicholas's commitment to providing high-quality financial advice is evident in his strong track record of success.

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ADVISOR BIO

Nicholas Palm is a financial advisor currently associated with Robert W. Baird & Co. Inc., based in Madison West, Wisconsin. Nicholas has been in the industry since 2016 and has passed several exams including the Series 7, Series 66, and the Securities Industry Essentials Exam. Nicholas is registered in 40 states across the US and holds the following specializations: 1, 2, 3, 4, 5, 6, 7, 9, and 10. Nicholas is also a member of the Board for the Endres Manufacturing Foundation Inc. and the Finance Committee for Big Brothers Big Sisters of Dane County. Nicholas has a varied work history in the financial industry, having worked for UBS Financial Services Inc. prior to joining Robert W. Baird & Co. Inc.

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ADVISOR BIO

Nicholas Huss is a financial advisor at LPL Financial LLC. Nicholas has been in the financial industry since 2008 and has experience working with individuals, corporations, and retirement plans. Nicholas has a strong focus on financial planning and helping clients achieve their financial goals. He has a Series 7, 6, 63, 66, 9, and 10 licenses. Nicholas is registered to sell securities in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. In addition to his role at LPL Financial LLC, Nicholas is also involved with the Investment Center Advisor Group and Schuh Landscape Contracting.

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ADVISOR BIO

Nicholas Cafaro is a financial advisor with over 3 years of experience in the financial services industry. Nicholas is registered with Robert W. Baird & Co. Inc. and is licensed to provide securities and investment advisory services in Florida, Texas, and Wisconsin. Nicholas has a strong track record of providing comprehensive financial planning and investment management services to a wide range of clients. Nicholas specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses.

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ADVISOR BIO

Nicholas Michael Koch is a financial advisor with Edward Jones. Nicholas has been in the financial industry since November 2023. Nicholas holds a Series 7, Series 66, and SIE license and is registered in multiple states. Nicholas is also a partner/owner of Midway Storage LLC in Fremont, Wisconsin. Nicholas specializes in providing financial planning, portfolio management, and pension consulting to individuals, businesses, and corporations.

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ADVISOR BIO

Nicholas Laufer is an investment advisor representative registered with Blackhawk Capital Partners, LLC. Nicholas has been in the industry since September 2007. Nicholas holds the Series 65 license and is currently an active investment advisor representative in Wisconsin. Nicholas has experience working with high-net-worth individuals, corporations and pension and profit-sharing plans. Blackhawk Capital Partners, LLC provides a variety of investment advisory services including financial planning, selection of other advisors, and portfolio management for individuals.

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