Nickolas Ryan Minard
Investment adviser representative at Root Financial Partners
12 yearsExperience
1 stateRegistered in
$2.1BFirm 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 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
- Seminars and workshops
Experience
12 years in the industry.
- Root Financial PartnersNov 2023 to now
- Trajan Wealth, L.L.CMar 2021 to Nov 2023
- The Vanguard Group, Inc.Nov 2020 to Jan 2021
- Bank of America, N.A.Apr 2019 to Oct 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2018 to Oct 2020
- Southern New HampshireJun 2018 to Nov 2018
- Charles Schwab & Co., Inc.Jan 2017 to Aug 2018
- Harnden Maclean Wealth AdvisorsOct 2016 to Dec 2016
- Ameriprise Financial Services, Inc./ethos FinancialNov 2014 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CO).
Root Financial Partners
Legal name: Root Financial Partners, LLC
$2.1BAssets managed
858Clients
64Advisers
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
- 6431806
- Firm CRD
- 290289