Nicholas
Loberg
Spectrum Financial Resources
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About this Advisor
Nicholas Loberg is a financial advisor based in Troy, Michigan, working with Spectrum Financial Resources. Nicholas has previously held positions at National Insurance Services, State Farm Insurance, Enterprise Rent-A-Car, Gwn Securities, Inc, Harbor Light Planning, M & O Marketing, LLC, Corecap Advisors, United Planners Financial Services, Nicholas Loberg, and Spectrum Financial Resources. Nicholas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Nicholas is part of Spectrum Financial Resources, which operates out of Troy, Michigan. The firm has 2 offices and 6 employees. The firm manages assets totaling $197.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Spectrum Financial Resources includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Spectrum Financial Resources Brokerage Details
$197,393,287
6
1,046
$188,713
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Nicholas Loberg Work History
United Planners Financial Services
Spectrum Financial Resources
Nicholas Loberg
Corecap Advisors
M & O Marketing, LLC
Harbor Light Planning
National Insurance Services
Gwn Securities, Inc
State Farm Insurance
Enterprise Rent-A-Car
Disclosures
Please visit the SEC profile of Nicholas Loberg 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 Spectrum Financial Resources
Troy, MI
Grosse Pointe, MI
Saint Clair Shores, MI
Troy, MI
Saint Clair Shores, MI
Troy, MI
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