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Scott Randall Nicholson

17 Years of Experience
May Earn Commission
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
102 clients
Average Client Portfolio
$429K average
Assets Under Management
$43.7M

Fee Structure

Minimum Investment:None
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Location

4120 E. Beltline Ave., Suite 100, Grand Rapids, MI, 49525

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Scott owns rental property in Belding, MI, acquired in 2023, and spends minimal time on it. He is also an advisor at Blue Water Asset Management and a mergers & acquisition advisor at Calder Capital, LLC, spending about half his time on the latter.

Employment History
Current Registrations
Advize Wealth Management
October 2025 - Present · 4 mos
Previous Registrations
Blue Water Asset Management
March 2015 - September 2025 · 10 yrs 6 mos
Invest Financial Corporation
October 2010 - December 2017 · 7 yrs 2 mos
Invest Financial CorporationBroker
June 2009 - December 2017 · 8 yrs 6 mos
Nml Equity Services, INC.Broker
October 1988 - October 1989 · 1 yr
Robert W. Baird & CO. IncorporatedBroker
October 1988 - October 1989 · 1 yr
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.