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Principal Asset Management

location

Excelsior, MN

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Walstrom is a financial advisor with Principal Asset Management. Nicholas is a registered representative and investment advisor representative. Nicholas has been in the industry since 2000. Nicholas holds Series 7 and Series 66 licenses. Nicholas is also a board member of the J&J Lovelace Foundation. Nicholas is committed to providing clients with personalized financial advice. Nicholas is experienced in a variety of areas, including portfolio management, asset allocation, and retirement planning.

SPECIALIZATIONS

Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SPREAD LENDING MANAGEMENT AND ADVICE; ASSET ALLOCATION SERVICES; PROVIDING MODEL PORTFOLIOS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Goldman Sachs & Co. LLC

location

LOS ANGELES, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Rovelli is a financial advisor based in Los Angeles, California, with over 10 years of experience in the industry. Nicholas is currently registered with Goldman Sachs & Co. LLC and holds licenses for Series 3, 63, and 7. Nicholas previously worked at PIMCO INVESTMENTS LLC in Newport Beach, California. Nicholas specializes in a variety of investment areas, including securities, commodities, and mutual funds.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Fisher Investments

location

Tampa, FL

0 Disclosures

ADVISOR BIO

Nicholas Fanning is an investment advisor representative at Fisher Investments, a large investment advisory firm with over $298 billion in assets under management. Nicholas has been in the industry for over seven years, and has a Series 7 and Series 66 license. Prior to joining Fisher Investments, Nicholas worked for Transamerica Investors Securities Corporation and USAA Financial Advisors, Inc. Nicholas specializes in portfolio management for individuals, families, and businesses. He is passionate about helping clients achieve their financial goals, and is committed to providing personalized financial advice.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Eaton Vance Management

location

BOSTON, MA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Scalia is an investment advisor representative with Eaton Vance Management. Nicholas has been in the industry since 2014 and has earned the Series 6, 7, 63, and 65 licenses. Nicholas's previous experience includes RS Funds Distributor LLC in Villanova, PA. Eaton Vance Management provides portfolio management for individuals, businesses, investment companies and pooled investment vehicles. The firm also offers selection of other advisors.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fayez Sarofim & Co. | CFA ® (Certifications)

location

HOUSTON, TX

0 Disclosures

ADVISOR BIO

Nicholas Zdeblick is a registered investment advisor representative with Fayez Sarofim & Co. and Sarofim Trust Co. Nicholas is also registered with Sarofim International Management Co. in Texas. Nicholas has a designation of Chartered Financial Analyst. Nicholas has been with Fayez Sarofim & Co. since August 2006. Nicholas specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Bridges Investment Management Inc. | CFA ® (Certifications)

location

OMAHA, NE

0 Disclosures

ADVISOR BIO

Nicholas Wilwerding is an investment advisor representative at Bridges Investment Management Inc. located in Omaha, NE. Nicholas has been in the industry since 2007 and holds the Series 6, Series 63, and Series 65 licenses. Nicholas has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Nicholas has a strong background in portfolio management and financial planning and offers a variety of services, including portfolio management, financial planning, and educational seminars. Nicholas is also a Chartered Financial Analyst.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SECURITIES RESEARCH SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Guggenheim Investments

location

NEW YORK, NY

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Orsi is a registered investment advisor representative with Guggenheim Investments. Nicholas Orsi is also registered with the state of Illinois and is licensed in Illinois and Maine. Nicholas Orsi holds FINRA Series 6, 7, and 63 licenses, as well as the SIE exam and the Series 65. Nicholas Orsi has been in the industry since December 6, 2009. Previously Nicholas Orsi was registered with Quasar Distributors, LLC and Chase Investment Services Corp.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Newport Capital Group, LLC

location

RED BANK, NJ

0 Disclosures

ADVISOR BIO

Nicholas Bellia is an Investment Advisor Representative at Newport Capital Group, LLC. He has been with the firm since April 2010. Nicholas holds the Series 65 license and is registered with the state of New Jersey. He specializes in financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Lord, Abbett & Co. LLC

location

JERSEY CITY, NJ

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Campbell is a registered investment advisor representative with Lord, Abbett & Co. LLC, based in Jersey City, New Jersey. Nicholas has been in the industry since June 2011 and holds licenses in Louisiana, New Jersey, and Texas. Nicholas has experience providing financial advice to a variety of clients, including individuals, corporations, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
IMPERSONAL INVESTMENT ADVISORY SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

First Trust Advisors LP

location

WHEATON, IL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Laskowsky is a registered investment advisor representative with First Trust Advisors LP. Nicholas Laskowsky is currently registered with the state of Illinois and New York. Nicholas Laskowsky has been in the securities industry since August 18, 2014. Nicholas Laskowsky's previous employer was Waddell & Reed.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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