Nickolas Wann (CRD# 6788012) is an Investment Advisor Representative working at Verus Capital Partners, LLC in Poteau, OK and has over 6 years of experience in the finance industry. Nickolas Wann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5775014
Edward Jones
CRD# 2982569
Huntleigh Advisors, Inc.
CRD# 2306489
Ameriprise Financial Services, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Verus Capital Partners, LLC | Scottsdale, AZ | Dec 2021 - Current | 2 |
| Lpl Financial, LLC | Poteau, OK | May 2021 - Current | 2 |
| Reserve National Insurance Company | Poteau, OK | Jun 2019 - Current | 4 |
| Wells, Wann & Company, Cpa, P.c. | Poteau, OK | Jan 2019 - Current | 5 |
| Wann Ranch | Poteau, OK | Jan 2006 - Current | 18 |
| Avantax Insurance Agency, LLC | Poteau, OK | Dec 2018 - May 2021 | 2 |
| Avantax Investment Services, Inc. | Poteau, OK | Apr 2017 - May 2021 | 4 |
| Wells & Company, Cpa Pc | Poteau, OK | Feb 2017 - Dec 2018 | 1 |
| Brian Roberts Cpa Pc | Poteau, OK | Oct 2015 - Feb 2017 | 1 |
| Robert St. Pierre Cpa Pc | Stilwell, OK | Jan 2014 - Sep 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2017 |
- AR
- OK
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Total Assets Under Management1,564MILLIONS
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Total Number of Accounts6,591ACCOUNTS
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Average Account Value$237,365
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, LA, MA, MD, MN, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
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