Nicholas
Poppe
Assetmark, Inc
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About this Advisor
Nicholas Poppe is a financial advisor operating out of Concord, California who has 1 year of industry experience. Poppe is an advisor for Assetmark, Inc. Throughout their career, Poppe has worked at Raymond James Financial Services, Inc, Orion Advisor Services, Iss Facility Services, Cortrust Bank, Bank Of The West, First National Bank Of Omaha, Hy-Vee, Rushco, Community Bank Of Avon, City Of Sioux Falls, Ymca, Avon School, Assetmark Financial, Inc and Assetmark Brokerage, LLC. Poppe holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Arkansas. Assetmark, Inc is a registered investment business headquartered in Concord, CA. The investment advisory business has offices in four locations and a total of 752 advisors. It oversees $55 billion in total assets between its 344,691 accounts, placing it among the largest firms in the United States by assets under management. The firm serves 1,151 charities and foundations. Of its 344,691 customer accounts, just 1% are held by high-net-worth clients who have at least $1 million in investable assets. The business has a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services and selection of other advisers. Fees for financial advisory services usually vary depending on the type of financial services. However, fee types charged by Assetmark, Inc likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Assetmark, Inc Brokerage Details
$55,215,464,971
752
344,691
$160,188
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Pension consulting services
- Selection of other advisers
Nicholas Poppe Work History
Nicholas has been registered as a financial advisor for 1 years.*
Assetmark Financial, Inc
Assetmark Brokerage, LLC
Raymond James Financial Services, Inc
Orion Advisor Services
Iss Facility Services
Cortrust Bank
Bank Of The West
First National Bank Of Omaha
Hy-Vee
Cortrust Bank
Cortrust Bank
Rushco
Community Bank Of Avon
City Of Sioux Falls
Ymca
Avon School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nicholas Poppe 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 Assetmark, Inc
Concord, CA
Sarasota, FL
Sandusky, OH
Concord, CA
Concord, CA
Concord, CA
Phoenix, AZ
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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