Nicholes
Baldwin
Stonepath Wealth Management
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About this Advisor
Nicholes Baldwin is a financial advisor based in Traverse City, Michigan, working with Stonepath Wealth Management. Nicholes has previously held positions at Cg Financial Services, Chemical Bank, Wolverine Bank, Lalonde'S, Ridneour Painting, Capital Asset Advisory Services, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Northwood University, and Spwm Advisors LLC. Nicholes has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Michigan and Texas. Currently, Nicholes is part of Stonepath Wealth Management, which operates out of Traverse City, Michigan. The firm has 5 offices and 11 employees. The firm manages assets totaling $178.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Stonepath Wealth Management includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stonepath Wealth Management Brokerage Details
$177,974,559
11
965
$184,430
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Nicholes Baldwin Work History
Spwm Advisors LLC
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Capital Asset Advisory Services
Cg Financial Services
Chemical Bank
Wolverine Bank
Chemical Bank
Lalonde'S
Ridneour Painting
Northwood University
Disclosures
Please visit the SEC profile of Nicholes Baldwin 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 Stonepath Wealth Management
Traverse City, MI
Traverse City, MI
Traverse City, MI
Traverse City, MI
Traverse City, MI
Traverse City, MI
Traverse City, MI
Traverse City, MI
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