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Nicholas Robert Lumpp

Investment adviser representative at Rcn Wealth Advisors, Inc.
14 yearsExperience
2 statesRegistered in
$74.5MFirm assets
Under 1 yearFirm in business

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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 feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. Rcn Wealth Advisors, Inc.May 2012 to now

Exams passed

  • Series 66 · Uniform Combined State Law2009

State registrations

Registered as an investment adviser representative in 2 states (MD, VA).

Rcn Wealth Advisors, Inc.

$74.5MAssets managed
54Clients
1Advisers
Under 1 yearIn 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
5283280
Firm CRD
163562
Advisor's SEC record (opens in a new tab)
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