Nicholas Pluemer
Investment adviser representative at Equitable Advisors, LLC
10 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 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
- Seminars and workshops
Experience
10 years in the industry.
- Equitable Advisors, LLCJul 2026 to now
- UnemployedJul 2026 to Jul 2026
- Focus CatholicMay 2024 to Jun 2026
- JP Morgan Chase & Co.Jun 2023 to Aug 2023
- Whiskey Jack's SaloonSep 2022 to Feb 2024
- Milwaukee World Festival IncMay 2022 to Jul 2022
- Chasers 2.0Oct 2021 to Sep 2022
- Wisconsin Army National GuardSep 2019 to Sep 2025
- Marble Renassaince LLCSep 2018 to Nov 2019
- Brookfield East High SchoolJul 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (WI).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 8313141
- Firm CRD
- 6627