Curtis Nilsen
Investment adviser representative at Hohimer Wealth Management, LLC
14 yearsExperience
1 stateRegistered in
$1.3BFirm assets
7 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Hohimer Wealth Management, LLCApr 2025 to now
- Mutual of AmericaJun 2022 to Jan 2025
- Blue Nile IncJun 2021 to May 2022
- Massmutual NorthwestNov 2020 to Apr 2021
- UnemployedJul 2020 to Nov 2020
- The Sherwin-williams CompanyJul 2019 to Jul 2020
- College Works PaintingDec 2015 to Dec 2016
- Full Time StudentJan 2012 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
Hohimer Wealth Management, LLC
$1.3BAssets managed
579Clients
13Advisers
7 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
- 7567735
- Firm CRD
- 300140