Brooks Russell Nichols
Investment adviser representative at Lifeplan Group
9 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$326MFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
9 years in the industry.
- Lifeplan GroupAug 2025 to now
- Strategic Advisers LLCMar 2025 to Aug 2025
- Fidelity InvestmentsJul 2022 to Mar 2025
- Falls of Neuse ManagementNov 2021 to Jul 2022
- Fred Smith ConstructionApr 2021 to Sep 2021
- Martin MariettaJan 2020 to Apr 2021
- State Employees Credit UnionJun 2018 to Jan 2021
- University of North Carolina - WilmingtonAug 2017 to Jun 2018
- Seaside Linen and RentalsMay 2016 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
Lifeplan Group
Legal name: Lifeplan Investment Advisors, Inc
$326MAssets managed
278Clients
4Advisers
4 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
- 7599107
- Firm CRD
- 144157