Stacey
Nickens
Elm3 Financial Group, LLC
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About this Advisor
Stacey Nickens is a certified financial planner who works in Alpharetta, Georgia with 17 years of industry experience. Nickens works at Elm3 Financial Group, LLC. They have spent their entire time as a financial advisor at Elm3 Financial Group, Llc. Nickens has a Series 65 license, qualifying them as an investment advisor representative, and can operate in Florida, Georgia, North Carolina and Texas. Elm3 Financial Group, LLC is a registered investment firm headquartered in Alpharetta, GA. It has $107 million in total assets across its 604 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 604 client accounts, 16% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The business has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services largely are based on the financial services provided. Fee types billed by Elm3 Financial Group, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Elm3 Financial Group, LLC Brokerage Details
$106,820,681
3
604
$176,855
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Stacey Nickens Work History
Stacey has been registered as a financial advisor for 17 years.*
Elm3 Financial Group, LLC
*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 Stacey Nickens 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 Elm3 Financial Group, LLC
Alpharetta, GA
Alpharetta, GA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
