Nicholas
Kolata

Pfg Advisors

CRD#5965673
Investment Advisor
in San Diego, CA
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About this Advisor

Nicholas Kolata is a financial advisor working in San Diego, California, who has been in the industry for 10 years. Kolata is an advisor for Pfg Advisors. Over the course of their career, they have held roles at Espn X Games, South Bay Fish And Grill, Edward Jones, Gourmet Events, Wells Fargo, Union Bank, Unionbanc Investment Services, Securities America, Inc, California Coast Credit Union and Lpl Financial LLC. Kolata maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Pfg Advisors is a registered investment firm based out of San Diego, California. The investment advisory business has offices in 26 locations and a total of 37 financial advisors. It administers $223 million in assets across its 1,184 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 1,184 client accounts, just 6% belong to high-net-worth investors who have more than $1 million in assets. Pfg Advisors performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management usually vary depending on which service is provided. However, fees charged by Pfg Advisors likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

13616 Poway Road
San Diego, CA 92150

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Pfg Advisors Brokerage Details

Total Assets Under Management

$797,610,169

CA Average: $1,555,372,352
Total Number of Employees

75

CA Average: 37
Total Number of Accounts

3,517

CA Average: 1,370
Average Account Size

$226,787

CA Average: $1,135,308

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Nicholas Kolata Work History

Nicholas has 10 years of experience.

2017 - Present (2 years)

Securities America, Inc

2017 - Present (2 years)

California Coast Credit Union

2017 - 2017 (0 years)

Lpl Financial LLC

2017 - Present (2 years)

Pfg Advisors

2014 - 2017 (3 years)

Unionbanc Investment Services

2013 - 2017 (4 years)

Union Bank

2012 - 2013 (1 years)

Wells Fargo

2011 - 2012 (1 years)

Edward Jones

2010 - 2010 (0 years)

Espn X Games

2010 - 2011 (1 years)

Gourmet Events

2008 - 2011 (3 years)

South Bay Fish And Grill

Disclosures

Nicholas Kolata has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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