Mark Nicholas is a registered investment advisor at Transform Retirement, based in Green Bay, WI, with 15 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 31 clients with $14M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
340 North Broadway Street, Suite 200, Green Bay, WI, 54303
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Transform Retirement
Previous Registrations
Newport Group Consulting, LLC
Employer Retirement Investment Advisors, LLC
Stancorp Investment Advisers, INC.
Invesmart Advisors INC
State Registrations1 state
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