Nickolas
Minard
Root Financial Partners
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About this Advisor
Nickolas Minard is a financial advisor based in Phoenix, Arizona, working with Root Financial Partners. Nickolas has previously held positions at Ameriprise Financial Services, Inc/Ethos Financial, Thompson And Co, Charles Schwab & Co., Inc, Harnden Maclean Wealth Advisors, Merrill Lynch, Pierce, Fenner & Smith Inc, Southern New Hampshire, Bank Of America, N.A, The Vanguard Group, Inc, Trajan Wealth, L.L.C, and Root Financial Partners. Nickolas has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona. Currently, Nickolas is part of Root Financial Partners, which operates out of Phoenix, Arizona. The firm has 15 employees and manages assets totaling $399.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Root Financial Partners includes asset-based, hourly, and fixed fees.
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Root Financial Partners Brokerage Details
$399,221,544
15
1,229
$324,834
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Nickolas Minard Work History
Root Financial Partners
Trajan Wealth, L.L.C
The Vanguard Group, Inc
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Southern New Hampshire
Charles Schwab & Co., Inc
Harnden Maclean Wealth Advisors
Ameriprise Financial Services, Inc/Ethos Financial
Thompson And Co
Disclosures
Please visit the SEC profile of Nickolas Minard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Root Financial Partners
Solana Beach, CA
Phoenix, AZ
Solana Beach, CA
Mckinney, TX
Knoxville, TN
Solana Beach, CA
Solana Beach, CA
Leesburg, VA
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