Nikolaus Wearsch
Nikolaus Wearsch is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mentor, OH, with 22 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
Firm Size
IM Fee
Assets Under Management
Location
7473 Center Street, Mentor, OH, 44060
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nikolaus is a partner at Carver Financial Services LLC, dedicating about half of his time to this support company. He also owns Mauch Farms and is the CEO of W4 Tetons LLC, but spends minimal time on these ventures.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
State Registrations39 states
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