Nicholas
Pope

Washington Avenue Advisors

CRD#4468381
Investment Advisor
in Lansing, MI

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About this Advisor

Nicholas Pope is a certified financial planner working out of Lansing, Michigan with 3 years of industry experience. Pope is an employee of Washington Avenue Advisors. During their career, the advisor has held roles at Principal Life Ins Co, Princor Financial Services Corp, The Centennial Group and Washington Avenue Advisors. Pope maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida, Illinois, Indiana, Kentucky, Michigan, New Hampshire, Ohio and Texas. Washington Avenue Advisors is a company that has its headquarters in Lansing, MI. The firm has a total of six financial advisors. It has $192 million in assets under management between its 1,141 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm advises three charities and foundations. Of its 1,141 client accounts, just 9% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The business provides a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors usually depend on which services are provided. Fees billed by Washington Avenue Advisors likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1146 South Washington Avenue
Lansing, MI 48910

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Washington Avenue Advisors Brokerage Details

Total Assets Under Management

$191,551,217

MI Average: $943,424,332
Total Number of Employees

6

MI Average: 21
Total Number of Accounts

1,141

MI Average: 1,586
Average Account Size

$167,880

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Nicholas Pope Work History

Nicholas has been registered as a financial advisor for 3 years.*

2016 - Present (8 years)

Washington Avenue Advisors

2014 - Present (10 years)

The Centennial Group

2013 - Present (11 years)

Principal Life Ins Co

2013 - Present (11 years)

Princor Financial Services Corp

*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 Pope 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 Washington Avenue Advisors

Reuben Levinsohn
Lansing, MI
Nicholas Pope
Lansing, MI
Brian Klemczak
Lansing, MI
Amanda Beeler
Lansing, MI
James Hidlay
Lansing, MI

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.

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