Nicholas Venlet is a CFP-designated registered investment advisor, based in Grand Rapids, MI, with 16 years of industry experience.
Location
49 Coldbrook St. NE, Grand Rapids, MI, 49503
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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 coaches middle school basketball, dedicating about 10-20% of his time. He is also an independent insurance agent for various companies, spending minimal time on this activity, and an advisory representative of a registered investment advisor, which takes up a full-time commitment.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations6 states
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