Nicholas
Gergen
1834 Investment Advisors Co
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About this Advisor
Nicholas Gergen is a financial advisor based in Milwaukee, Wisconsin, working with 1834 Investment Advisors Co. Nicholas has previously held positions at Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, Old National Bank, and 1834 Investment Advisors Co. Nicholas has passed the Series 63 regulatory exam and is registered to provide services in Minnesota. Currently, Nicholas is part of 1834 Investment Advisors Co, which operates out of Milwaukee, Wisconsin. The firm has 5 offices and 28 employees. The firm manages assets totaling $1.1 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, and portfolio management for institutional clients. The fee structure at 1834 Investment Advisors Co includes asset-based and fixed fees.
Certifications and Registrations
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1834 Investment Advisors Co Brokerage Details
$1,117,168,761
28
1,077
$1,037,297
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Nicholas Gergen Work History
1834 Investment Advisors Co
Old National Bank
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, Na
Disclosures
Please visit the SEC profile of Nicholas Gergen 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 1834 Investment Advisors Co
Milwaukee, WI
Joliet, IL
Milwaukee, WI
Chicago, IL
Milwaukee, WI
Chicago, IL
Evansville, IN
Evansville, IN
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