Nicholas Andre Oberle
Investment adviser representative at Lanark Financial, Inc.
10 yearsExperience
4 statesRegistered in
$1.8BFirm assets
25 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
10 years in the industry.
- Lanark Financial, Inc.Sep 2021 to now
- First State Financial ManagementJan 2021 to now
- Missouri State UniversityDec 2020 to Jan 2021
- AtmsAug 2020 to Dec 2020
- Renaissance FinancialJun 2020 to Aug 2020
- Missouri State UniversityAug 2019 to Jun 2020
- First State Community BankJun 2019 to Aug 2019
- Missouri State UniversityAug 2018 to Jun 2019
- First State Community BankJun 2018 to Aug 2018
- Missouri State University StudentMay 2018 to Jun 2018
- Mister Car WashAug 2017 to May 2018
- Missouri State UniversityAug 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 4 states (FL, KS, MO, PA).
Lanark Financial, Inc.
$1.8BAssets managed
3,576Clients
68Advisers
25 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
- 7242045
- Firm CRD
- 17870