Nicholas Stephen Wold

Employer firm

Alitus Financial Services CRD 326296

$4.85M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2026 → Present
  Alitus Financial Services
  Nixa, MO
• 02/2020 → 10/2022
  Triad Investment Management
  Tacoma, WA
• 01/2014 → Present
  Sutton-Mccann & Company
  Fircrest, WA
• 01/2023 → 05/2026
  Madrona Financial Services
  Seattle, WA

Previous Registrations

• 2023-01-20 → 2026-05-07
  Madrona Financial & Cpas
  Everett, WA
• 2020-03-02 → 2022-10-04
  Triad Investment Management
  Tacoma, WA
  Issaquah, WA

Other Businesses

Since January 2014, Nick has been a CPA and shareholder of Sutton-McCann & Company, a tax management company located at 1901 65th Ave W #100, Fircrest, WA 98466. He works for this business approximately 35 hours per week, and his work takes place both during and after trading hours. This work is non-investment-related. Nick is a licensed insurance agent and holds an insurance producer license through the Washington State Office of Insurance Commissioner in 2023. He is licensed to sell life and disability and variable life and variable annuities. These services are offered by Mr. Wold and he provides insurance services as an insurance agent. He works for this business approximately 4 hours per month. This business is investment related.

Designations

• Personal Financial Specialist

Other Names

• Nick Wold