Nicholes Baldwin (CRD# 6883237) is an Investment Advisor Representative working at Stonepath Wealth Management in Traverse City, MI and has over 5 years of experience in the finance industry.
CRD# 6736071
Creativeone Wealth, LLC
CRD# 3113718
Stifel, Nicolaus & Company, Incorporated
CRD# 2160566
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Spwm Advisors LLC | Traverse City, MI | Jan 2024 - Current | < 1 |
| Cambridge Investment Research, Inc. | Traverse City, MI | Oct 2019 - Dec 2023 | 4 |
| Cambridge Investment Research Advisors, Inc. | Traverse City, MI | Oct 2019 - Dec 2023 | 4 |
| Capital Asset Advisory Services | Haslett, MI | Jun 2018 - Oct 2019 | 1 |
| Cg Financial Services | Midland/traverse City, MI | Oct 2017 - Oct 2019 | 2 |
| Chemical Bank | Midland, MI | May 2017 - Aug 2017 | < 1 |
| Wolverine Bank | Midland, MI | Feb 2017 - May 2017 | < 1 |
| Northwood University | Midland, MI | Aug 2013 - May 2017 | 3 |
| Chemical Bank | Midland, MI | May 2016 - Aug 2016 | < 1 |
| Lalonde's | Midland, MI | May 2015 - Feb 2016 | < 1 |
| Ridneour Painting | Big Rapids, MI | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
| S63 | Uniform Securities State Law Examination | Nov 2019 |
- MI
- TX
-
Total Assets Under Management178MILLIONS
-
Total Number of Accounts965ACCOUNTS
-
Average Account Value$184,430
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, FL, KY, MI, OH, TX
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