Nick Lalonde

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About Nick Lalonde

Nick found his passion for wealth management at a young age, growing up, his household looked like quite the Brady Bunch...joy and peace permeated throughout the home and, as one of six children, he was always amazed at his parent's ability to provide in abundance. His fondest childhood memories came from the times spent around the dinner table laughing and sharing stories of their day. But that once happy and harmonious life was plagued by the unexpected...his stepfather suffered from health issues that would keep him out of work for nearly a year. This issue, coupled with economic difficulties in the family business, forced his mother to increase her hours at work to keep the family afloat. Despite her efforts, the household of eight couldn't survive on one income and as a result, the picturesque family was no more. His parents would make the difficult decision to divorce.

Like Nick's family, many Americans find themselves navigating unexpected challenges and hardships without a plan. Nick believes that every family deserves financial peace. Nick believes every family deserves to have financial peace.

Nick founded Third Act Wealth Management in 2023 after working with two of the largest firms in the country. He firmly believes that the path to getting what you want in life lies in helping others get what they want. He consistently finished in the top 1% for growth with his prior firm (2018-2022) as a byproduct of serving his clients well.

See Disclosures

General Information

Firm Start Year

1989

CRD#

6355155

Firm CRD#

6413

Name of Broker/Dealer

LPL Financial LLC

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Raymond James Financial Services (June 2014-September 2016)

Edward Jones (September 2016-March 2023)

Third Act Wealth Management, LLC (March 2023-Now)

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Variable Annuity, Life, Long Term Care, Variable Life, Annuity, Disability

Firm Information

Firm's Number of Clients

7 Million

Assets Managed by Firm

1 Trillion

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$194,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$1,000,000

Compensation Methods

Based on Assets

Fee % Based on Assets

Additional Details on Charges

We have a complimentary second opinion we will take you through to determine if we are a good fit. If we are, we will make sure you understand any costs you would incur working with our company.

Education

Bachelor of Science - Economics

University of Kentucky
08/2010 -05/2014

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Third Act Wealth Management, LLC and LPL Financial are separate entities.

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Paladin Research Report For:

Third Act Wealth Management, LLC