Nickolas Joseph Allar

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 05/2019 → 03/2026
  Lpl Financial, Llc
  Stevens Point, WI
• 08/2016 → 05/2019
  Lafayette County Sheriffs Office
  Darlington, WI
• 03/2026 → Present
  Osaic Wealth Inc
  Stevens Point, WI

Previous Registrations

• 2022-09-22 → 2026-04-10
  Lpl Financial Llc
  Stevens Point, WI

Other Businesses

1. KUBLUH INVESTMENTS LLC POSITION: Partner NATURE: The business is a LLC that holds a rental property which is the office that I work out of. Its only purpose to hold real estate in its name and separate the office building from the securities business as well as myself personally. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/10/2018 ADDRESS: 2600 Church St, Stevens Point WI 54481, United States DESCRIPTION: Paying utilities, and general maintenance such as cleaning, shoveling, mowing etc... 2. NOTARY POSITION: N/A NATURE: Notary Public - Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/11/2024 ADDRESS: 2600 Church St, Stevens Point WI 54481, United States DESCRIPTION: Notary Public for clients of Paragon Investment Consultants 3. PARAGON INVESTMENT CONSULTANTS POSITION: Investment Consultant NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/21/2020 ADDRESS: 2600 Church St, Stevens Point WI 54481, United States DESCRIPTION: Registered Investment Advisor 4. NICKOLAS ALLAR POSITION: Owner/Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 02/13/2023 ADDRESS: 2600 Church St, Stevens Point WI 54481, United States DESCRIPTION: Sell Insurance products that are needed

Exams

• S66 Uniform Combined State Law Examination
  2022-09-20

Other Names

• Cole Allar
• Nickolas Allar