Nicholas Olin Mcguire
Investment adviser representative at Wj Interests, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$633.5MFirm 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
Experience
11 years in the industry.
- Wj Interests, LLCApr 2025 to now
- Charles Schwab & Co., Inc.Feb 2019 to Mar 2025
- Charles Schwab Bank, SsbJun 2018 to Mar 2025
- United Health CareJun 2017 to Aug 2017
- Lambright Sports and WellnessOct 2016 to Jan 2019
- Lousiana Tech UniversityJun 2015 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Wj Interests, LLC
$633.5MAssets managed
254Clients
7Advisers
23 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
- 6973900
- Firm CRD
- 114381