NR
CFP
NR
CFP

Nicholas Rademacher

14 Years of Experience
Fayetteville, NC
BrokerSells Insurance

Nicholas Rademacher is a CFP-designated registered investment advisor at Geneos Wealth Management, INC., based in Fayetteville, NC, with 14 years of industry experience. Nicholas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 21,668 clients with $9.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
228 advisors
Number of Clients
21,668 clients
Average Client Portfolio
$425K average
Assets Under Management
$9.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual management fees are negotiated between you and your representative, ranging from 0.00% to 2.50%. The firm specifies a minimum account fee floor of 0.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1315 Ft. Bragg Road, Fayetteville, NC, 28305

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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 works under Nobles Pound Financial Planning and is an independent representative with various insurance carriers for fixed insurance sales. He is also a performer under the name Jazz Cowboy, a notary public, and the owner of Fox Mountain Land Management LLC.

Employment History
Current Registrations
Geneos Wealth Management, INC.
September 2018 - Present · 8 yrs 1 mo
Geneos Wealth Management, INC.Broker
September 2018 - Present · 8 yrs 1 mo
Previous Registrations
Credit Union Investment Services
January 2012 - September 2018 · 6 yrs 8 mos
Secu Brokerage ServicesBroker
October 2011 - September 2018 · 6 yrs 11 mos
State Registrations3 states
HINCNY
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.
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