Mark Phillip Nickles
Investment adviser representative at Pfg Advisors
11 yearsExperience
1 stateRegistered in
$3.3BFirm assets
11 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
Experience
11 years in the industry.
- United PlannersNov 2025 to now
- Pfg AdvisorsMay 2024 to now
- Mark NicklesNov 2021 to now
- Osaic Wealth, Inc.Jun 2024 to Nov 2025
- Securities America, Inc.May 2024 to Jun 2024
- Bank of America, N.A.Jul 2023 to May 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2023 to May 2024
- Wells Fargo Bank, NAJun 2021 to May 2023
- Wells Fargo Clearing Services, LLCJun 2021 to May 2023
- Lanza AvJan 2021 to May 2021
- UnemployedJan 2020 to Jun 2021
- Nexus 21, Inc.Aug 2015 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Pfg Advisors
Legal name: Pfg Advisors, LLC
$3.3BAssets managed
7,592Clients
83Advisers
11 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
- 7401328
- Firm CRD
- 173344