Nickolas
Wann
Verus Capital Partners, LLC
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About this Advisor
Nickolas Wann is a financial advisor based in Poteau, Oklahoma, working with Verus Capital Partners, LLC. Nickolas has previously held positions at Wann Ranch, Robert St. Pierre Cpa Pc, Brian Roberts Cpa Pc, Wells & Co., Cpa Pc, Avantax Investment Services, Inc, Avantax Insurance Agency, LLC, Wells, Wann & Company, Cpa, P.C, Reserve National Insurance Company, Lpl Financial, LLC, and Verus Capital Partners, LLC. Nickolas has passed the Series 63 regulatory exam and is registered to provide services in Arkansas and Oklahoma. Currently, Nickolas is part of Verus Capital Partners, LLC, which operates out of Poteau, Oklahoma. The firm has 25 offices and 49 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Verus Capital Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Verus Capital Partners, LLC Brokerage Details
$1,564,473,891
49
6,591
$237,365
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Nickolas Wann Work History
Lpl Financial, LLC
Verus Capital Partners, LLC
Wells, Wann & Company, Cpa, P.C
Reserve National Insurance Company
Wann Ranch
Avantax Insurance Agency, LLC
Wells & Co., Cpa Pc
Avantax Investment Services, Inc
Brian Roberts Cpa Pc
Robert St. Pierre Cpa Pc
Disclosures
Please visit the SEC profile of Nickolas Wann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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