Nicholas Latko is a CFP-designated registered investment advisor, based in Chicago, IL, with 20 years of industry experience.
Location
200 W. Madison St., Suite 2500, Chicago, IL, 60606
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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
Nicholas is an investment advisor representative at Clear Perspective Advisors LLC, dedicating the majority of his time to this role. He also serves as the Foundation Board Chairman/Board Member for AMITA Health Mercy Medical Center, spending minimal time on this activity. Additionally, Nicholas has been involved in insurance sales since 2003, dedicating a few hours per week to reviewing and selling various insurance products.
Employment History
Current Registrations
Hightower Securities, LLC
Hightower Securities, LLCBroker
Hightower Advisors, LLC
Previous Registrations
Clear Perspective Advisors, LLC
Clear Perspective Advisors, LLC
Clear Perspective Advisors, LLC
Ausdal Financial Partners, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations3 states
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.