Nicholas Randall- Financial Advisor Omaha, NE

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About Nicholas Randall

Randall Wealth Advisors is a fee-only wealth management firm. We are fiducaries and must put your needs before our own. Our firm incepeted in 2015, but we have over 22 years experience in financial services. We customize portfolios to our client's specific needs, which allows us to provide a moe nimble approach to the market, expecially in times of volatility. We are also holistic advisors in the sense that we also look at the risks that can derail your retirement. An understanding of risks is paramount to this approach as our advisors will typically spend a considerable time getting to know you and your unique situation prior to enacting a plan or recommendations.

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General Information

Firm Start Year

2015

No. of Employees

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Bachelors Degree - Psychology

University of Nebraska
08/01/1996 -12/01/2000

Minor - Mathematics

Collin County Community College
09/01/2002 -05/01/2003

Disclosures

https://randallwa.com/

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890136/paladinregistry-Randall-Wealth-Advisors,-LLC-detailed-disclosure.html

Disclaimer

The content within Randall Wealth Advisors, LLC is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security or insurance product. Randall Wealth Advisors is a state-based Registered Investment Adviser (NE, IA, KS). Advisory services are only offered to clients or prospective clients where RWA and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by RWA unless a client service agreement is in place. Any communications with prospective clients residing in states or international jurisdictions where RWA and its representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.

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Nicholas Randall

Randall Wealth Advisors, LLC