Nicholas Eugene Michels
Investment adviser representative at Michels Family Financial, LLC
14 yearsExperience
1 stateRegistered in
$347.9MFirm assets
4 yearsFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Pension consulting
Experience
14 years in the industry.
- Michels Family Financial, LLCJun 2022 to now
- Edward JonesApr 2012 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (TX).
Michels Family Financial, LLC
$347.9MAssets managed
410Clients
2Advisers
4 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
- 5646284
- Firm CRD
- 319311