NicholasRandall- 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.

See Disclosures

General Information

Firm Start Year

2015

No. of Employees

CRD#

6169689

Firm CRD#

283254

Insurance License#

7017182

Name of Broker/Dealer

Name of Custodial Firm

TD Ameritrade

States Licensed in

NE, IA, KS, TX

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Nicholas Randall has been the President and owner of Randall Wealth Advisors, LLC since 2015. He was previously with a broker/dealer in 2012. Nicholas currently holds the Series 65, which is the Uniform Investment Adviser Law Exam. Nicholas is also insurance licensed and holds the following licenses: Life/Health/Annuity/Long Term Care and Property/Casualty. Nicholas is licensed to sell in the following states: NE, IA, KS, TX

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided

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

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Insurance and Annuity Licenses

Long Term Care, HMO, Disability, Property, Casualty, Accident, Annuity, Health, Life

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

over $10,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$10,000

Compensation Methods

Based on Assets

Fee % Based on Assets

Minimum Fee Charged for Managed Accounts

$200

Minimum Fee Charged for Hourly Planning Accounts

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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Paladin Research Report For:

Nicholas Randall

Randall Wealth Advisors, LLC