Nicholas Casanova
Investment adviser representative at Willis Johnson Wealth
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.9BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Willis Johnson WealthJul 2026 to now
- Oak Harvest Financial GroupJul 2023 to Jul 2026
- The Color FactoryDec 2021 to Jul 2023
- BrandnationJan 2020 to Dec 2021
- Old NavyJul 2017 to Jan 2020
- StudentAug 2013 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Willis Johnson Wealth
Legal name: Willis Johnson Wealth, Inc.
$1.9BAssets managed
578Clients
31Advisers
20 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
- 8164802
- Firm CRD
- 119759