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Nicholas Lawton

17 Years of Experience
Plymouth, MN
Sells Insurance

Nicholas Lawton is a registered investment advisor at Independent Financial Partners, based in Plymouth, MN, with 17 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing. Their firm serves 45,782 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
320 advisors
Number of Clients
45,782 clients
Average Client Portfolio
$274K average
Assets Under Management
$12.5B

Fee Structure

Minimum Investment:$20M
Investment management only (planning not offered)

IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.

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Location

14216 23rd Ave. N., Plymouth, MN, 55447

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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 an insurance agent with Solidarity Financial, Inc. since 2006, selling insurance products and dedicating about three-quarters of his time. He also directs people to Legal Shield, a legal service, spending minimal time on this activity.

Employment History
Current Registrations
Independent Financial Partners
January 2026 - Present · 4 mos
Previous Registrations
Pilot Capital Management CORP
January 2020 - December 2025 · 5 yrs 11 mos
Mwa Financial Services INC.Broker
August 2012 - December 2016 · 4 yrs 4 mos
Catholic Financial Services CorporationBroker
August 2010 - August 2012 · 2 yrs
Workman Securities CorporationBroker
September 2008 - July 2010 · 1 yr 10 mos
Woodbury Financial Services, INC.Broker
March 2004 - November 2006 · 2 yrs 8 mos
State Registrations1 state
MN
Advisor

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.