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Mark Stephen Nicholas

EMPLOYER RETIREMENT INVESTMENT ADVISORS, LLC·DE PERE, Wisconsin
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1300 ENTERPRISE DRIVE, DE PERE, WI 54115CRD# 4584095Firm CRD# 153254
01

About

Mark Stephen Nicholas is a registered financial advisor based in DE PERE, Wisconsin, affiliated with EMPLOYER RETIREMENT INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
EMPLOYER RETIREMENT INVESTMENT ADVISORS, LLC
EMPLOYER RETIREMENT INVESTMENT ADVISORS, LLC
AUM
$542M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at EMPLOYER RETIREMENT INVESTMENT ADVISORS, LLC →
Services
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4584095
Firm CRD# 153254
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Stephen Nicholas offer?
Mark Stephen Nicholas specializes in Fee-Only Advisory. Contact their office in DE PERE, Wisconsin for a consultation.
What are Mark Stephen Nicholas's credentials?
Mark Stephen Nicholas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Stephen Nicholas located?
Mark Stephen Nicholas is based in DE PERE, Wisconsin, working with EMPLOYER RETIREMENT INVESTMENT ADVISORS, LLC. Their office serves clients in the DE PERE metropolitan area and surrounding communities.
How does Mark Stephen Nicholas charge for services?
Mark Stephen Nicholas's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EMPLOYER RETIREMENT INVESTMENT ADVISORS, LLC?
EMPLOYER RETIREMENT INVESTMENT ADVISORS, LLC has approximately 7 employees and manages $542M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in DE PERE
Ryan Brent Wempe — FINANCIAL PLANNING AND INFORMATION SERVICES, INC.Daniel James Budinger — FINANCIAL PLANNING AND INFORMATION SERVICES, INC.Rachel Dorothy Brown — FINANCIAL PLANNING AND INFORMATION SERVICES, INC.Michael Patrick Kiley — EMPLOYER RETIREMENT INVESTMENT ADVISORS, LLCLonnie Lee Mishler — FINANCIAL PLANNING AND INFORMATION SERVICES, INC.
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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