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Nicholas Kaster

5 Years of Experience
Milan, MI
Broker

Nicholas Kaster is a registered investment advisor, based in Milan, MI, with 5 years of industry experience.

Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Nicholas works for Capstone Tax and Financial Inc providing accounting services/tax preparation, taking about a quarter of his time. He also works as a consultant/facilities manager for Racquet Club of Ann Arbor, is a board member/treasurer for River Pointe Condo Association, and works as a tax preparer for Dempsy & Dempsy, P.C., and as a financial advisor for Willis & Machnik Financial Services, LLC, taking nearly full-time.

Employment History
Current Registrations
Cetera Wealth Services, LLC
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Planning Partners, INC.
January 2024 - October 2024 · 9 mos
Avantax Advisory Services
November 2020 - September 2025 · 4 yrs 10 mos
Avantax Investment Services, INC.Broker
September 2020 - September 2025 · 5 yrs
State Registrations3 states
CACOMI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.