Nicolas Couch (CRD# 7797744) is an Investment Advisor Representative working at Apple Tree Asset Management, LLC in Fort Wayne, IN and has 1 year of experience in the finance industry.
CRD# 5440171
Secure Asset Management, LLC
CRD# 1200534
Raymond James & Associates, Inc.
CRD# 3175609
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Apple Tree Asset Management, LLC | Fort Wayne, IN | Sep 2023 - Current | < 1 |
| Apple Tree Asset Management, LLC | Fort Wayne, IN | Jul 2022 - Sep 2023 | 1 |
| East End Grill | Lafayette, IN | Aug 2021 - Dec 2022 | 1 |
| Allstate Insurance | Fort Wayne, IN | Jan 2022 - Jun 2022 | < 1 |
| Bob Evans | Fort Wayne, IN | Jul 2020 - Aug 2021 | 1 |
| Student | Fort Wayne, IN | Aug 2013 - Jun 2020 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- IN
-
Total Assets Under Management107MILLIONS
-
Total Number of Accounts1,044ACCOUNTS
-
Average Account Value$102,308
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
IN
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