Nikolas
Boyce

Hahn Financial Group

CRD#6067566
Investment Advisor
in Sioux Falls, SD

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About this Advisor

Nikolas Boyce is a certified financial planner operating in Sioux Falls, South Dakota, with a total of 4 years of industry experience. Boyce is on the advisory team at Hahn Financial Group. Boyce has gained experience at Colby Staloch, Kahler Financial Group, Independent Contractor For Investors Appraisals, Northwestern Mutual Investment Services LLC and Hahn Financial Group, Inc. Boyce maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in South Dakota and Texas. Hahn Financial Group is a business based out of Sioux Falls, SD. It handles $84 million in total assets between its 1,503 accounts, placing it among the smaller firms in the nation by assets under management. The firm provides services to nine charities and foundations. Of its 1,503 accounts, just 2% are held by high-net-worth investors who have more than $1 million in assets available to invest. Hahn Financial Group performs a number of services, including portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and publication of newsletters. Financial advisory fees typically vary depending on the financial services offered. However, fees charged by Hahn Financial Group typically consist of asset-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets

Office Location

3101 S. Phillips Avenue
Sioux Falls, SD 57105

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Hahn Financial Group Brokerage Details

Total Assets Under Management

$83,875,828

SD Average: $198,545,545
Total Number of Employees

15

SD Average: 4
Total Number of Accounts

1,503

SD Average: 691
Average Account Size

$55,806

SD Average: $287,331

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters

Nikolas Boyce Work History

Nikolas has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Hahn Financial Group, Inc

2017 - 2017 (< 1 year)

Colby Staloch

2017 - 2019 (2 years)

Northwestern Mutual Investment Services LLC

2017 - 2019 (2 years)

Colby Staloch

2014 - 2017 (3 years)

Kahler Financial Group

2013 - 2014 (1 year)

Independent Contractor For Investors Appraisals

*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 Nikolas Boyce 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 Hahn Financial Group

Connor Hurley
Sioux Falls, SD
Nikolas Boyce
Sioux Falls, SD
Joseph Broding
Sioux Falls, SD
Gabriel Smith
Sioux Falls, SD
Verlyn Hahn
Sioux Falls, SD
Kelly Hahn
Sioux Falls, SD
Michael Lendt
Sioux Falls, SD
Susan Jordahl
Sioux Falls, SD

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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