Unclaimed Profile

David John Lubar

NICHOLAS CO INC·MILWAUKEE, Wisconsin

Clean recordNICHOLAS CO INC

411 E. WISCONSIN AVE., MILWAUKEE, WI 53202-4467CRD# 1285343Firm CRD# 108347

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David John Lubar · MILWAUKEE, WI

Registration

CRD #1285343 · NICHOLAS CO INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David John Lubar is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with NICHOLAS CO INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

NICHOLAS CO INC

AUM

$5.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at NICHOLAS CO INC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1285343

Firm CRD# 108347

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David John Lubar offer?

David John Lubar specializes in Investment Management, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are David John Lubar's credentials?

David John Lubar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David John Lubar located?

David John Lubar is based in MILWAUKEE, Wisconsin, working with NICHOLAS CO INC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

How does David John Lubar charge for services?

David John Lubar's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NICHOLAS CO INC?

NICHOLAS CO INC has approximately 15 employees and manages $5.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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