Nickolas Seifert
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$660.5BFirm 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
- Seminars and workshops
Experience
10 years in the industry.
- Ameriprise Financial Services, LLCNov 2023 to now
- The Leaders Group IncNov 2021 to Nov 2023
- Southport CapitalJun 2020 to Nov 2021
- Crestwood Agency LLCAug 2019 to Nov 2023
- M Holdings Securities, Inc.Aug 2019 to Jun 2020
- Pacific Capital Strategies, Inc.Aug 2019 to Jun 2020
- First Allied Securities, Inc.May 2018 to Jul 2019
- Nate Wingert State FarmJan 2017 to May 2018
- Steve Basler State FarmMay 2016 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 6950166
- Firm CRD
- 6363