Nikolas Miner is a registered investment advisor, based in Vancouver, WA, with 5 years of industry experience.
Location
300 E. 17th Street, Vancouver, WA, 98663
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nikolas works full-time as an Investment Advisor Representative at Momentous Wealth Management, Inc. He also dedicates minimal time to selling fixed/traditional insurance products.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2023 - Present · 3 yrs 1 mo
Momentous Wealth Management, INC.
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Ameriprise Financial Services, LLC
September 2020 - August 2022 · 1 yr 11 mos
Ameriprise Financial Services, LLCBroker
August 2020 - August 2022 · 2 yrs
State Registrations17 states
AZCACOCTFLIDILKSMANYOKORSCTXVAWAWY
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.