Nicholas Loo
Nicholas Loo is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Grand Rapids, MI, with 4 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
100 Cesar E. Chavez Ave SW, Suite 504, Grand Rapids, MI, 49503-4057
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nicholas owns 20% of 56th Street Wealth Strategies LLC, a partnership support entity for Raymond James advisory revenue, and dedicates minimal time to it. He also works as a professor/teacher at Grand Valley State University, spending a few hours per week, and owns Van Loo Wealth, an administrative support entity, dedicating minimal time to it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Grand Wealth Management, LLC
Nylife Securities LLCBroker
State Registrations30 states
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