Nick Bormann, financial advisor Spokane WA

Nick Bormann

CRD Number: 6577036
Current Firm: Bormann Wealth Management, LLC
Compensation Model: Fee Only

Nick Bormann, Ph.D., CFP® is an Investment Advisor and Financial Planner working at Bormann Wealth Management, LLC, home office based in Spokane, WA. He has over 5 years of experience in the finance industry.

 

Nick specializes in working with busy professionals (attorneys, educators, entrepreneurs) in building and preserving assets during their careers, while making a plan for whatever comes next.

 

You can visit his FAQs page, or learn about becoming a client. He also writes a regular blog about advanced investing and personal finance topics.

 

Background:

 

Nick graduated from Gonzaga University with a double major in Economics and Political Science, followed by M.A. and Ph.D. degrees in Economics from George Mason University. He is a published author and has been quoted in financial publications including Business Insider, Bankrate, MSN Money, and others.

 

Nick's doctoral dissertation analyzed corporate strategies for managing risk in response to regulation, and that same focus extends into his current practice, helping to manage both the risks and opportunities life can throw at you. 

 

Certifications:

 

Nick 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 putclients' interests first and comply with the Financial Planning Practice Standards.

 

Bormann Wealth Management, LLC is a registered investment adviser offering advisory services in the State of Washington and in other jurisdictions where exempted. Currently serving clients in five states. 

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Professional Designations
Company Name Location Dates Years
Bormann Wealth Management LLC Spokane, WA Jul 2021 - Current 2
Gwn Securities, Inc. Palm Beach Gardens, FL Dec 2017 - Aug 2021 3
Axa Advisors, LLC New York, NY Feb 2016 - Dec 2017 1
Unemployed Los Angeles, CA Sep 2015 - Feb 2016 < 1
Mercatus Center At George Mason University Fairfax, VA Aug 2011 - Aug 2015 4
George Mason University, Graduate School Fairfax, VA Jun 2010 - Aug 2015 5
George Mason University, Department Of Economics Fairfax, CA Jun 2013 - Aug 2014 1
George Mason University, Department Of Health Fairfax, VA Jul 2013 - Jun 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2016
Contact Info for Nick F. Bormann
Phone Number: 509-599-3125
Advisor Website: https://bormannwm.com/
Registered State(s):
  • WA
Current Firm Details
Bormann Wealth Management, LLC
Firm's CRD Number: 316256
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $100,115
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Firm Disclaimer:

Bormann Wealth Management, LLC is a registered investment adviser offering advisory services in the State of Washington and in other jurisdictions where exempted.

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