NB
NB

Nicholas Blattner

14 Years of Experience
Tigard, OR
BrokerSells Insurance

Nicholas Blattner is a registered investment advisor at Cetera Investment Advisers LLC, based in Tigard, OR, with 14 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

9900 SW Greenburg Rd #275, Tigard, OR, 97223

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Nicholas is an independent insurance agent selling fixed insurance products since 2013, dedicating about 10-20% of his time. He is also a financial professional/principal at Martin Haugh Financial, spending nearly full-time hours there, and an elected board member at Riverside Golf and Country Club, spending minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
June 2021 - Present · 4 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
October 2013 - June 2021 · 7 yrs 8 mos
Voya Financial Advisors, INC.Broker
September 2011 - June 2021 · 9 yrs 9 mos
State Registrations37 states
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AdvisorBrokerBoth

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.