Nicholas
Prokai
Wellington Wealth Strategies, LLC
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About this Advisor
Nicholas Prokai is a financial advisor based in Indianapolis, Indiana, working with Wellington Wealth Strategies, LLC. Nicholas has previously held positions at Guardian Life Insurance Company, Magnolia Bank, Ball State University- MBA School of Business, Point Blank Range and Gun Shop, Ball State University- Undergrad: Miller College of Business, Hittle Landscaping, Habig Garden Shops, Park Avenue Securities, and Wellington Wealth Strategies, LLC. Nicholas has passed the Series 66 regulatory exam and is registered to provide services in Indiana and Texas. Currently, Nicholas is part of Wellington Wealth Strategies, LLC, which operates out of Indianapolis, Indiana. The firm has 1 office and 18 employees. The firm manages assets totaling $279.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Wellington Wealth Strategies, LLC includes asset-based and fixed fees.
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Wellington Wealth Strategies, LLC Brokerage Details
$279,598,620
18
1,198
$233,388
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Nicholas Prokai Work History
Wellington Wealth Strategies, LLC
Park Avenue Securities
Guardian Life Insurance Company
Magnolia Bank
Ball State University- Mba School Of Business
Point Blank Range And Gun Shop
Ball State University- Undergrad: Miller College Of Business
Hittle Landscaping
Ball State University- Undergrad: Miller College Of Business
Habig Garden Shops
Disclosures
Please visit the SEC profile of Nicholas Prokai 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 Wellington Wealth Strategies, LLC
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
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