Nicholas Edward Whitmer
Investment adviser representative at Guidance Capital, Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$449.8MFirm 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
13 years in the industry.
- Dmlo Wealth Planning, LLCMar 2023 to now
- Guidance Capital, Inc.Oct 2022 to now
- Money Concepts Advisory ServiceApr 2022 to Oct 2022
- Money Concepts Capital Corp.Apr 2022 to Oct 2022
- Argi Financial GroupMay 2017 to Mar 2022
- Argi Investment ServicesMay 2017 to Mar 2022
- Jefferson National Financial Corp.Jun 2013 to May 2017
- Jefferson National Securities CorpJun 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (KY).
Guidance Capital, Inc.
$449.8MAssets managed
759Clients
8Advisers
3 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
- 6236559
- Firm CRD
- 323541