Claim Profile
Unclaimed Profile
NT

Nicholas Ryan Treat

TONKA CAPITAL PARTNERS, LLC·SPRING PARK, Minnesota
Series 65Clean record7 years registeredTONKA CAPITAL PARTNERS, LLC
4165 SHORELINE DRIVE, SPRING PARK, MN 55384CRD# 6998187Firm CRD# 298336

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nicholas Ryan Treat · SPRING PARK, MN
Registration
CRD #6998187 · TONKA CAPITAL PARTNERS, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

Sep 2018present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 21, 2018
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TONKA CAPITAL PARTNERS, LLC
CRD 298336 · SEC 801-130795
AUM
$132M
Regulatory assets under management
Employees
3
3 client accounts
Services offered by TONKA CAPITAL PARTNERS, LLC
Per Form ADV
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
Introduction

Speak with Nicholas

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Nicholas is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SPRING PARK?

Browse all registered financial advisors in SPRING PARK, Minnesota or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Nicholas Ryan Treat offer?
Nicholas Ryan Treat specializes in Retirement Planning, Wealth Management. Contact their office in SPRING PARK, Minnesota for a consultation.
What are Nicholas Ryan Treat's credentials?
Nicholas Ryan Treat is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas Ryan Treat located?
Nicholas Ryan Treat is based in SPRING PARK, Minnesota, working with TONKA CAPITAL PARTNERS, LLC. Their office serves clients in the SPRING PARK metropolitan area and surrounding communities.
How does Nicholas Ryan Treat charge for services?
Nicholas Ryan Treat's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TONKA CAPITAL PARTNERS, LLC?
TONKA CAPITAL PARTNERS, LLC has approximately 3 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at TONKA CAPITAL PARTNERS, LLC