Nicholas Sklenar is a CFP-designated registered investment advisor at True Wealth, LLC, based in Carroll, IA, with 13 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
True Wealth, LLC recommends that clients use Matson Money, Inc., a third-party money manager, for asset allocation services. True Wealth charges a negotiable annual fee ranging from 0.25% to 1.2% depending on the size and complexity of the account. This fee is separate from Matson Money's fees.
Location
302 E 7th Street, Carroll, IA, 51401
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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 a licensed insurance agent with Premier Financial Services, Inc. Since 2012, he has dedicated approximately 60% of his time to this investment-related insurance business, even during securities trading hours.
Employment History
Current Registrations
True Wealth, LLC
True Wealth Nation
State Registrations4 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.