Nicholas Goode
CRD Number: 4661126
Current Firm: Lpl Financial LLC
Compensation Model: Both
Nicholas Goode (CRD# 4661126) is an Investment Advisor Representative working at Center For Wealth Planning Advisors, Inc. in Troy, MI and has over 15 years of experience in the finance industry.
Nicholas Goode brings 15 years of financial services industry experience to a broad range of individuals, business owners, and professionals seeking comprehensive financial planning and wealth management strategies from an independent perspective. He specializes in helping small business owners, entrepreneurs, medical professionals, and their families develop investment and retirement income planning, and Social Security claiming strategies, providing personalized and unbiased advice and guidance.
Nicholas is a financial advisor with experience in investment management, retirement income strategies, advanced life insurance planning, disability income protection, and estate planning. Before joining the Center For Wealth Planning Advisors, Inc. he was a financial services representative at State Farm VP Management Corp and, prior to that, a licensed insurance agent for a privately owned insurance agency. He holds his series 6, 7 and 63 with LPL Financial, and his 65 securities registration with Center For Wealth Planning Advisors and his state Life, Health, Property & Casualty Insurance licenses.
He is currently enrolled in the CFP® curriculum through the College for Financial Planning in Denver, Colorado. Nicholas earned his BBA degree in Finance from Walsh College of Accountancy & Business Administration in Troy, Michigan.
The Financial Consultants of the Center for Wealth Planning, Inc. are also Registered Representatives with and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
For hyperlinks to FINRA and SIPC, please refer to the Contact Info section above.
For a list of states in which our consultants are registered to do business, please visit www.retire-plan.com
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
CRD# 4216990
Strategic Blueprint, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Troy, MI | Mar 2014 - Current | 10 |
| Center For Wealth Plannings Advisors, Inc. | Troy, MI | Mar 2015 - Nov 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2003 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2014 |
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.