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Royce Nickolase Nies

KDV WEALTH MANAGEMENT LLC·ST. CLOUD, Minnesota
Unclaimed Profile
220 PARK AVENUE SOUTH, ST. CLOUD, MN 56301CRD# 817595Firm CRD# 143038
01

About

Royce Nickolase Nies is a registered financial advisor based in ST. CLOUD, Minnesota, affiliated with KDV WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BERGANKDV WEALTH MANAGEMENT, LLC
BERGANKDV WEALTH MANAGEMENT, LLC
AUM
$2.1B
Regulatory assets under management
Employees
33
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 817595
Firm CRD# 143038
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Royce Nickolase Nies offer?
Royce Nickolase Nies specializes in Financial Planning, Investment Management. Contact their office in ST. CLOUD, Minnesota for a consultation.
What are Royce Nickolase Nies's credentials?
Royce Nickolase Nies is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Royce Nickolase Nies located?
Royce Nickolase Nies is based in ST. CLOUD, Minnesota, working with KDV WEALTH MANAGEMENT LLC. Their office serves clients in the ST. CLOUD metropolitan area and surrounding communities.
How does Royce Nickolase Nies charge for services?
Royce Nickolase Nies's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KDV WEALTH MANAGEMENT LLC?
KDV WEALTH MANAGEMENT LLC has approximately 33 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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