Nikki Lude
Nikki Lude is a CFP, ChFC-designated registered investment advisor at Commonwealth Financial Services, based in Woodsfield, OH, with 20 years of industry experience. Nikki operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 2,271 clients with $990M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Services offers investment management through its Asset Management Services Program and Participant Retirement Program.
The Asset Management Services Program fees are based on the investment model portfolio selected. The fees are negotiable.
The Participant Retirement Program has a maximum annual fee of 3% of the assets in your account. The exact fee is disclosed prior to services being provided. Fees are negotiable.
Location
166 S. Main Street, Woodsfield, OH, 43793
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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 ActivitiesSells Insurance
Nikki is involved in several outside business activities, including serving as a board member for the Monroe County Community Foundation and the Baker Education & Economic Development Fund, and as vice president of the Monroe County 4H Endowment Committee. Nikki also owns GBNJ, LLC, is an investment advisor with APA, sells insurance, and coaches volleyball, dedicating about half her time to advisory work and about 10-20% of her time to insurance sales.
Employment History
Current Registrations
Commonwealth Financial Services
Previous Registrations
Arbor Point Advisors
Securities America, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Raymond James Financial Services, INC.Broker
State Registrations1 state
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.