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Nicholas Daleiden
38 Years of Experience
Mchenry, IL
1 DisclosureSells Insurance
Nicholas Daleiden is a registered investment advisor at Daleiden Wealth Advisors, based in Mchenry, IL, with 38 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 35 clients with $22M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
35 clients
Average Client Portfolio
$614K average
Assets Under Management
$21.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Mchenry, IL
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 1994Award / Judgment
Other Business ActivitiesSells Insurance
Nicholas is a sole proprietor in McHenry, IL, engaging in fixed insurance sales as an insurance agent since 2022. This activity takes about 10% of his time.
Employment History
Current Registrations
Daleiden Wealth Advisors
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Nations Financial Group, INC.Broker
June 2011 - December 2022 · 11 yrs 6 mos
Nations Financial Group, INC.
June 2011 - December 2022 · 11 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
November 2005 - July 2011 · 5 yrs 8 mos
Wells Fargo Advisors Financial Network, LLC
November 2005 - July 2011 · 5 yrs 8 mos
Morgan Stanley
March 1998 - November 2005 · 7 yrs 8 mos
Morgan Stanley Dw INC.Broker
October 1987 - November 2005 · 18 yrs 1 mo
Dean Witter Reynolds INC.Broker
November 1985 - December 1985 · 1 mo
Southmark Financial Services, INC.Broker
August 1985 - September 1985 · 1 mo
First Investors CorporationBroker
June 1984 - September 1984 · 3 mos
State Registrations1 state
IL
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.