Nicholas Lovitsch (CRD# 7796472) is an Investment Advisor Representative working at Steward Advisors, LLC in Chicago, IL and has 1 year of experience in the finance industry.
CRD# 2000274
Alera Investment Advisors, LLC
CRD# 2243629
Ameriprise Financial Services, LLC
CRD# 6155633
Bankers Life Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steward Advisors, LLC | Chicago, IL | Aug 2023 - Current | < 1 |
| The Red Lion | Champaign, IL | Dec 2019 - May 2023 | 3 |
| Unemployed | Champaign, IL | Jan 2013 - Nov 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- IL
-
Total Assets Under Management132MILLIONS
-
Total Number of Accounts323ACCOUNTS
-
Average Account Value$410,072
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, IL
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