Nicholas
Whitmer
Dmlo Wealth Planning, LLC
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About this Advisor
Nicholas Whitmer is a financial advisor based in Louisville, Kentucky, working with Dmlo Wealth Planning, LLC. Nicholas has previously held positions at Jefferson National Securities Corp, Jefferson National Financial Corp, Argi Investment Services, Argi Financial Group, Money Concepts Capital Corp, Guidance Capital, Inc, Money Concepts Advisory Service, and Dmlo Wealth Planning, LLC. Nicholas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kentucky. Currently, Nicholas is part of Dmlo Wealth Planning, LLC, which operates out of Louisville, Kentucky. The firm has 3 offices and 12 employees. The firm manages assets totaling $14.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Dmlo Wealth Planning, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Dmlo Wealth Planning, LLC Brokerage Details
$14,224,971
12
60
$237,083
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Nicholas Whitmer Work History
Dmlo Wealth Planning, LLC
Guidance Capital, Inc
Money Concepts Capital Corp
Money Concepts Advisory Service
Argi Investment Services
Argi Financial Group
Jefferson National Securities Corp
Jefferson National Financial Corp
Disclosures
Please visit the SEC profile of Nicholas Whitmer 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 Dmlo Wealth Planning, LLC
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
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