Nickolas Wann is a CFP, PFS-designated registered investment advisor at LPL Financial LLC, based in Poteau, OK, with 8 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
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Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
603 N Broadway St, Poteau, OK, 74953
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Nickolas is involved in several business activities, including non-variable insurance through Wann Financial Services, tax preparation/accounting through Wann & Company CPA PLLC, and operating a DBA for his LPL business. He also provides investment advisory services through Verus Capital Partners, spending a few hours per week on this, and is a pastor and manager of The Wannderosa Ranch, LLC.
Employment History
Current Registrations
LPL Financial LLC
Verus Capital Partners, LLC
LPL Financial LLCBroker
Previous Registrations
Avantax Investment Services, INC.Broker
State Registrations5 states
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