John Nicklas is a registered investment advisor, based in Titusville, FL, with 27 years of industry experience.
Location
203 Coach Club Dr, Titusville, FL, 32780
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
John is an accountant/bookkeeper at John M. Nicklas, CPA, PC, spending about a quarter of his time on financial statement and tax return preparation. He also serves as a trustee for a life insurance trust, dedicating minimal time to this role.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations4 states
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.