Nicholas
Scheibel

Jnba Financial Advisors, LLC

CRD#7188810
Investment Advisor
in Minneapolis, MN

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About this Advisor

Nicholas Scheibel is a certified financial planner who works out of Minneapolis, Minnesota with 3 years of relevant experience. Scheibel currently works for Jnba Financial Advisors, LLC. During their career, the advisor has held roles at Jnba Financial Advisors Inc, Us Bank and The Minneapolis Foundation. Scheibel is registered to serve investors in Minnesota and Texas. Jnba Financial Advisors, LLC is a business that has its headquarters in Minneapolis, MN. The company has offices in two locations and a total of 32 advisors. It handles $1 billion in total assets between its 3,553 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advice to seven charitable organizations. Of its 3,553 accounts, 33% belong to high-net-worth clients who have at least $1 million in assets. The advisory firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees largely are based on which service is offered. However, fees charged by Jnba Financial Advisors, LLC likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8500 Normandale Lake Blvd Suite 450
Minneapolis, MN 55437

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Jnba Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$1,296,023,764

MN Average: $5,289,111,388
Total Number of Employees

32

MN Average: 157
Total Number of Accounts

3,553

MN Average: 8,262
Average Account Size

$364,769

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Nicholas Scheibel Work History

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

2020 - Present (4 years)

Jnba Financial Advisors Inc

2016 - 2020 (4 years)

Us Bank

2005 - 2016 (11 years)

The Minneapolis Foundation

*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 Scheibel 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 Jnba Financial Advisors, LLC

Corinn Berken
Minneapolis, MN
Westyn Bodell
Minneapolis, MN
Elise Huston
Minneapolis, MN
Courtney Swayze
Minneapolis, MN
Alexandra Roth
Minneapolis, MN
Stephanie Rossi
Minneapolis, MN
Andrew Buccanero
Minneapolis, MN
Jessica Seifert
Minneapolis, MN

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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