NB
CFP
NB
CFP

Nicholas Bednarczyk

25 Years of Experience
Coon Rapids, MN
BrokerSells Insurance

Nicholas Bednarczyk is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Coon Rapids, MN, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

10160 Foley Blvd NW, Suite 120, Coon Rapids, MN, 55448

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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 ActivitiesSells Insurance

Nicholas is involved with multiple businesses: Anderson Financial Services (financial planning, advising, investment selection), MissionBridge Wealth Inc (financial planning, investments, insurance, retirement plans, taking about half of Nicholas's time), and Quantas Financial Inc (inactive operating company, minimal time). MissionBridge Wealth Inc engages in insurance activities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2013 - Present · 12 yrs 6 mos
Raymond James Financial Services, INC.Broker
January 2009 - Present · 17 yrs 4 mos
Previous Registrations
Wealth Enhancement Brokerage Services, LLCBroker
February 2007 - January 2009 · 1 yr 11 mos
LPL Financial CorporationBroker
February 2007 - February 2009 · 2 yrs
Sii Investments, INC.Broker
April 2004 - February 2007 · 2 yrs 10 mos
Main Street Securities, LLCBroker
October 2001 - April 2004 · 2 yrs 6 mos
American Express Financial Advisors INC.Broker
November 2000 - October 2001 · 11 mos
Ids Life Insurance CompanyBroker
November 2000 - October 2001 · 11 mos
State Registrations25 states
ARAZCACODCFLGAIAIDINKSMDMEMIMNNCNDNVOHSDTXUTVAWAWI
AdvisorBrokerBoth

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.
Nicholas Bednarczyk - Financial Advisor | TrueAdvisor