Nicholas Creed Trappey

Employer firm

Thirtynorth Investments, LLC CRD 155355

$468M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 08/2017
  Summit Financial Wealth Advisors
  Lafayette, LA
• 08/2017 → 02/2026
  Pelican Wealth Management
  Monroe, LA
• 03/2026 → Present
  Thirtynorth Investments, Llc
  Monroe, LA

Previous Registrations

• 2017-08-28 → 2026-03-03
  Pelican Wealth Management
  Monroe, LA
• 2015-10-05 → 2017-08-04
  Summit Financial Wealth Advisors
  Monroe, LA
  Lafayette, LA
• 2012-09-24 → 2015-10-13
  Fpl Asset Management, Llc
  Monroe, LA
• 2012-09-24 → 2015-03-24
  Fiduciary Investment Consultants, Llc
  Monroe, LA
• 2010-04-15 → 2012-09-05
  Chase Investment Services Corp.
  Monroe, LA
  Monroe, LA
  Monroe, LA
  Monroe, LA
  Monroe, LA
• 2009-05-04 → 2010-03-24
  United Planners' Financial Services Of America A Limited Partner
  West Monroe, LA

Other Businesses

TRAPPEY LAND HOLDINGS, LLC, NON-INVESTMENT RELATED, RENTAL/LEASE PROPERTY OWNERSHIP, MANAGER, START DATE: 08/01/2018, 1-2 HR/MO, 0 HR/MO DURING TRADING HOURS

Exams

• S66 Uniform Combined State Law Examination
  2009-04-27

Designations

• Certified Financial Planner

Other Names

• Nic Creed Trappey