Nikolas Isaak Miner
Investment adviser representative at Momentous Wealth Management, Inc.
10 yearsExperience
2 statesRegistered in
$409.9MFirm assets
9 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Pks InvestmentsApr 2023 to now
- Momentous Wealth Management, Inc.Aug 2022 to now
- Ameriprise Financial Services IncJun 2020 to Aug 2022
- Enterprise HoldingsJun 2018 to Jun 2020
- Hotel EastlundJun 2017 to Sep 2017
- Multnomah UniversitySep 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Momentous Wealth Management, Inc.
$409.9MAssets managed
492Clients
8Advisers
9 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
- 7259795
- Firm CRD
- 288429