Nils
Wickman
Ares Financial Consulting LLC
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About this Advisor
Nils Wickman is a certified financial planner working out of Tacoma, Washington with a total of 6 years of industry experience. Wickman works at Ares Financial Consulting LLC. Over the course of their career, they have held roles at Threshold Group, Ameritas Investment Corp, Wickman Insurance & Financial Services, Balance Financial Planning and Ares Financial Consulting LLC. Wickman holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Washington. Ares Financial Consulting LLC is an advisory firm operating out of Sherman Oaks, CA. It has offices in three locations and just five people on staff. It oversees $124 million in assets under management between its 639 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 639 client accounts, just 14% belong to high-net-worth investors who have more than $1 million in investable assets. Ares Financial Consulting LLC has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees charged by financial advisors usually vary depending on which service is provided. However, fees billed by Ares Financial Consulting LLC likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ares Financial Consulting LLC Brokerage Details
$124,201,872
5
639
$194,369
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Nils Wickman Work History
Nils has been registered as a financial advisor for 6 years.*
Ares Financial Consulting LLC
Balance Financial Planning
Wickman Insurance & Financial Services
Ameritas Investment Corp
Threshold Group
*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 Nils Wickman 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 Ares Financial Consulting LLC
Sherman Oaks, CA
Tacoma, WA
Sherman Oaks, CA
Huntington Beach, CA
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.
