Nils
Wickman
Ares Financial Consulting LLC
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About this Advisor
Nils Wickman is a financial advisor based in Tacoma, Washington, working with Ares Financial Consulting LLC. Nils has previously held positions at Balance Financial Planning, Ameritas Investment Corp, Wickman Insurance & Financial Services, and Ares Financial Consulting LLC. Nils has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Nils is part of Ares Financial Consulting LLC, which operates out of Tacoma, Washington. The firm has 3 offices and 5 employees. The firm manages assets totaling $185.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Ares Financial Consulting LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ares Financial Consulting LLC Brokerage Details
$185,889,545
5
714
$260,350
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Nils Wickman Work History
Ares Financial Consulting LLC
Balance Financial Planning
Wickman Insurance & Financial Services
Ameritas Investment Corp
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
Tacoma, WA
Temecula, CA
Sherman Oaks, CA
Huntington Beach, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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