AdvisorOS Directory
Claim Profile
Unclaimed Profile
NW

Nicholas Guy Wiedrich

NORTH POINT FINANCIAL PLANNERS·BISMARCK, North Dakota
SIE, Series 7, Series 24, Series 66Clean record17 years registeredNORTH POINT FINANCIAL PLANNERS
4401 COLEMAN STREET - SUITE 103, BISMARCK, ND 58503CRD# 5546367Firm CRD# 289180

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nicholas Guy Wiedrich · BISMARCK, ND
Registration
CRD #5546367 · NORTH POINT FINANCIAL PLANNERS · 17 years registered
Brand Profile
Not yet started
01

Career History

INDEPENDENT ADVISOR ALLIANCE, LLC
Apr 2018 – present
LEVEL FOUR ADVISORY SERVICES
Nov 2015 – Apr 2018
PLANO, TX
THRIVENT INVESTMENT MANAGEMENT INC.
Sep 2008 – Oct 2015
HAZEN, ND
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · September 24, 2008
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NORTH POINT FINANCIAL PLANNERS
CRD 289180 · SEC 801-111044
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
Services offered by NORTH POINT FINANCIAL PLANNERS
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NORTH POINT FINANCIAL PLANNERS →
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 BISMARCK?

Browse all registered financial advisors in BISMARCK, North Dakota or claim this profile if it's yours.

Browse BISMARCK AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Nicholas Guy Wiedrich offer?
Nicholas Guy Wiedrich specializes in Financial Planning, Investment Management. Contact their office in BISMARCK, North Dakota for a consultation.
What are Nicholas Guy Wiedrich's credentials?
Nicholas Guy Wiedrich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas Guy Wiedrich located?
Nicholas Guy Wiedrich is based in BISMARCK, North Dakota, working with NORTH POINT FINANCIAL PLANNERS. Their office serves clients in the BISMARCK metropolitan area and surrounding communities.
How does Nicholas Guy Wiedrich charge for services?
Nicholas Guy Wiedrich'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 NORTH POINT FINANCIAL PLANNERS?
NORTH POINT FINANCIAL PLANNERS has approximately 1 employees. 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 NORTH POINT FINANCIAL PLANNERS

James Andrew Frigstad
BISMARCK, ND
CFPChFC
Hayley Rose Akre
BISMARCK, ND
Jonathan Keith Haugen
BISMARCK, ND

More Advisors in BISMARCK, North Dakota

Benjamin Jacob Brandt
CAPITAL CITY WEALTH MANAGEMENT, INC.·BISMARCK, ND
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Dakota
FARGO (22)MINOT (13)GRAND FORKS (3)
City Guides
FARGO GuideMINOT GuideGRAND FORKS Guide
Research
Advisor Fees in North DakotaNational Fee Analysis
Request removal of this profile