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Nicole Graul

Thousand Wealth Management

Chesterfield, MO

CRD 7015240

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Employer firm

Thousand Wealth Management CRD 298906

$15.3M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Thousand Wealth Management

663 Trade Center Blvd., Chesterfield, MO 63005 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2019-01-03
  • MO RA
    APPROVED
    Since 2019-01-03

Branch Locations

663 Trade Center Blvd., Chesterfield, MO 63005 • 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
Thousand Cpa Services Chesterfield MO 10/2009 Present
Thousand Wealth Management, Llc Chesterfield MO 11/2018 Present
  • 10/2009 → Present
    Thousand Cpa Services
    Chesterfield, MO
  • 11/2018 → Present
    Thousand Wealth Management, Llc
    Chesterfield, MO
Other Businesses

Nicole Graul is a CPA and Partner with Thousand CPA Services. She is engaged in this business a majority of her time.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-03
  • S65 Uniform Investment Adviser Law Examination
    2019-01-03
Other Names
  • Nicole Antoinette Thousand

View on SEC IAPD

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