Nikolas
Miner
Momentous Wealth Management, Inc
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About this Advisor
Nikolas Miner is a financial advisor based in Vancouver, Washington, working with Momentous Wealth Management, Inc. Nikolas has previously held positions at Ameriprise Financial Services Inc, Enterprise Holdings, Multnomah University, Hampton Inn & Suites, Sykes, Hotel Eastlund, Momentous Wealth Management, Inc, and Pks Investments. Nikolas has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Nikolas is part of Momentous Wealth Management, Inc, which operates out of Vancouver, Washington. The firm has 5 employees and manages assets totaling $313.6 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Momentous Wealth Management, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Momentous Wealth Management, Inc Brokerage Details
$313,583,143
5
1,049
$298,935
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
Nikolas Miner Work History
Pks Investments
Momentous Wealth Management, Inc
Ameriprise Financial Services Inc
Enterprise Holdings
Hotel Eastlund
Multnomah University
Hampton Inn & Suites
Sykes
Disclosures
Please visit the SEC profile of Nikolas Miner 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 Momentous Wealth Management, Inc
Vancouver, WA
Vancouver, WA
Vancouver, WA
Vancouver, WA
Vancouver, WA
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