Unclaimed Profile

K. Thor Lundgren

NICHOLAS CO INC·MILWAUKEE, Wisconsin

Clean recordNICHOLAS CO INC

411 E. WISCONSIN AVE., MILWAUKEE, WI 53202-4467CRD# 5278317Firm CRD# 108347

Profile Verification

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

Identity

K. Thor Lundgren · MILWAUKEE, WI

Registration

CRD #5278317 · NICHOLAS CO INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

K. Thor Lundgren 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# 5278317

Firm CRD# 108347

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does K. Thor Lundgren offer?

K. Thor Lundgren specializes in Investment Management, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are K. Thor Lundgren's credentials?

K. Thor Lundgren is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is K. Thor Lundgren located?

K. Thor Lundgren is based in MILWAUKEE, Wisconsin, working with NICHOLAS CO INC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

How does K. Thor Lundgren charge for services?

K. Thor Lundgren'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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