Matthew James Nickels

Current Employers

Employment History

• 11/2011 → Present
  Nickels, Llc
  Grand Rapids, MI
• 02/2016 → 06/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Grand Rapids, MI
• 03/2016 → 06/2018
  Bank Of America, N.A.
  Grand Rapids, MI
• 08/2018 → 11/2018
  Sii - John Hancock
  Grand Rapids, MI
• 11/2018 → Present
  Osaic Wealth, Inc.
  Grand Rapids, MI

Previous Registrations

• 2018-08-16 → 2018-11-02
  Signator Investors, Inc.
  Grand Rapids, MI
• 2016-03-16 → 2018-06-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Grand Rapids, MI
• 2015-04-07 → 2016-03-17
  Pnc Wealth Management Llc
  Grand Rapids, MI
  Grand Rapids, MI

Other Businesses

1. Insurance Broker: Life, Annuities, LTC, DI, various carriers, 9/7/2018, 10 hrs mo, 10 hrs trading..... 2. VANTAGEPOINTE FINANCIAL GROUP POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/15/2018 ADDRESS: 3333 Evergreen Dr NE, Suite 200, Grand Rapids MI 49525, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 3. NICKELS FAMILY LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2001 ADDRESS: 5043 Cedar Ridge St NE, Grand Rapids MI 49525, United States DESCRIPTION: The advisor owns and operates a separate LLC that generates non-advisory income through the creation, licensing, and sale of written and digital products. Activities include producing written materials as well as providing writing and content development services. The business does not provide investment advice, financial planning, or services related to securities, and operates independently from the advisor's advisory practice. 4. SUPERIOR TRAVEL GROUP LLC POSITION: Owner NATURE: Michigan LLC. Travel Agency. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/21/2026 ADDRESS: 5043 Cedar Ridge St NE, Grand Rapids MI 49525, United States DESCRIPTION: Travel agent and trip advisor for Hotel, Flight, Cruise, and other travel related incidentals.

Exams

• S66 Uniform Combined State Law Examination
  2015-04-02

Designations

Other Names

• Matthew J Nickels