Nicholas Joseph Allgeyer
Investment adviser representative at The Worley Banks Group, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$184.3MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- The Worley Banks Group, LLCDec 2023 to now
- Houston AstrosMay 2023 to Sep 2023
- Philadelphia PhilliesMar 2023 to May 2023
- Toronto Blue JaysJun 2018 to Feb 2023
- University of IowaJan 2016 to Jun 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MO).
The Worley Banks Group, LLC
$184.3MAssets managed
749Clients
3Advisers
6 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
- 7036586
- Firm CRD
- 306890