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Nicholas John Walschinski

Edward Jones

West Bend, WI

CRD 5433522

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2014-06-23
  • WI RA
    APPROVED
    Since 2014-06-23

Branch Locations

2024 S Main Street, West Bend, WI 53095 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 01/2014 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-04-25
S63 Uniform Securities Agent State Law Examination 2008-02-28
  • S66 Uniform Combined State Law Examination
    2014-04-25
  • S63 Uniform Securities Agent State Law Examination
    2008-02-28
Designations
  • Chartered Financial Consultant
Other Names
  • Nick Walschinski
  • Nicholas Walschinski

View on SEC IAPD

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