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Nikolas Gernhard

12 Years of Experience
Austin, TX
BrokerSells Insurance

Nikolas Gernhard is a registered investment advisor, based in Austin, TX, with 12 years of industry experience.

Location

5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX, 78735

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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

Nikolas co-owns rental property with his wife and spends minimal time on upgrades and renovations. He also works full-time as a Wealth Advisor at Destination Wealth Advisors, assisting clients with financial planning.

Employment History
Current Registrations
Kestra Investment Services, LLC
March 2023 - Present · 3 yrs 2 mos
Kestra Private Wealth Services, LLC
March 2023 - Present · 3 yrs 2 mos
Kestra Investment Services, LLCBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Edward Jones
March 2014 - March 2023 · 9 yrs
Edward JonesBroker
December 2013 - March 2023 · 9 yrs 3 mos
State Registrations14 states
AZCTFLGALAMAMDMENCOHSCTXVAWV
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.