Nils Roger Wickman
Investment adviser representative at Ares Financial Consulting LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$243.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Ares Financial Consulting LLCJul 2017 to now
- Balance Financial PlanningJun 2015 to now
- Wickman Insurance & Financial ServicesJul 2014 to now
- Ameritas Investment CorpJul 2014 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (WA, WI).
Ares Financial Consulting LLC
$243.9MAssets managed
289Clients
4Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4798286
- Firm CRD
- 282852