Nicholas Bliss

Current Employers

Employment History

• 02/2015 → 03/2017
  Woodbury Financial Services Inc
  Cass City, MI
• 03/2017 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 03/2017 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 01/2004 → Present
  Npb Financial Planning
  Cass City, MI
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Caro, MI
• 03/2019 → Present
  Woodbury Financial Services, Inc.
  Caro, MI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Caro, MI

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Caro, MI
• 2017-03-09 → 2019-03-01
  Questar Asset Management, Inc.
  Cass City, MI
  Minneapolis, MN
  Caro, MI
• 2015-02-12 → 2017-03-13
  Woodbury Financial Services, Inc.
  Cass City, MI
• 2012-11-09 → 2014-07-18
  Summit Financial Group Inc
  Bad Axe, MI

Other Businesses

1. N.P.B INVESTMENTS. POSITION: Co-Owner. NATURE: Rental Properties. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/09/2017 ADDRESS: 251 N STATE STREET CARO, MI 48723 DESCRIPTION: 50% owner; own and maintain of rental property, father is other 50%. 2. CLEAR STRATEGY POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2018ADDRESS: 251 N State St, Caro MI 48723, United States DESCRIPTION: Meeting with Clients, managing staff 3. CLEAR STRATEGY POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/02/2023 ADDRESS: 251 N State St, P.O. Box 504, Caro MI 48723, United States DESCRIPTION: Insurance agent Life / Health 4. CLEAR STRATEGY FINANCIAL POSITION: Financial Advisor NATURE: Clear Strategy Financial is the assumed name that all securities related business will be conducted. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/24/2023 ADDRESS: 251 N State St, P.O. Box 504, Caro MI 48723, United States DESCRIPTION: As a Financial Advisor, my duties include meeting with clients, reviewing existing accounts and providing investment recommendations and solutions. 5. STRATEGIC REAL ESTATE - 7305 LLC POSITION: Director NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/05/2023 ADDRESS: 7305 Grand River, Brighton MI 48114, United States DESCRIPTION: Partner/owner of real estate used for rental. 6. STRATEGIC REAL ESTATE 150 POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 12/01/2024 ADDRESS: 7305 Grand River, Brighton MI 48114, United States DESCRIPTION: Partner/owner of rental real estate

Exams

• S66 Uniform Combined State Law Examination
  2012-10-15

Other Names

• Nicholas Paul Bliss