NM
CFP
NM
CFP

Nicholas Meinert

3 Years of Experience
Lutherville, MD
Broker

Nicholas Meinert is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Lutherville, MD, with 3 years of industry experience. Nicholas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2350 W Joppa Rd, Greenspring Center, Lutherville, MD, 21093

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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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Employment History
Current Registrations
Wells Fargo Advisors
October 2023 - Present · 3 yrs
Wells Fargo Clearing Services, LLCBroker
July 2023 - Present · 3 yrs 3 mos
State Registrations26 states
AZCACOCTDCDEFLGAILMDNCNENJNMNYOHOKPAPRRISCTNTXVAWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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