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Nicholas Jay Toman

John F Suby Wealth Management LLC

Madison, WI

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Current Employers
John F Suby Wealth Management Llc

2901 West Beltline Hwy Suite 201, Madison, WI 53713 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-02-21
  • WI RA
    APPROVED
    Since 2025-02-21

Branch Locations

2901 West Beltline Hwy Suite 201, Madison, WI 53713 • 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
Us Bank Madison WI 02/2015 11/2018
Empowered Financial Investments, Llc Middleton WI 11/2018 03/2020
Trek Financial Scottsdale AZ 02/2020 02/2025
John F Suby Wealth Management Llc Madison WI 02/2025 Present
Previous Registrations
  • 2020-03-02 → 2025-02-18
    Trek Financial
    Middleton, WI
    Scottsdale, AZ
    Middleton, WI
  • 2019-01-10 → 2020-12-31
    Empowered Financial Investments, Llc
    Middleton, WI
  • 2011-11-30 → 2014-12-08
    Savant Wealth Management
    Madison, WI
    Rockford, IL
Other Businesses

Licensed Insurance Agent appointed with various insurance companies. not investment related

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-11-09
S65 Uniform Investment Adviser Law Examination 2011-11-29
  • S63 Uniform Securities Agent State Law Examination
    2016-11-09
  • S65 Uniform Investment Adviser Law Examination
    2011-11-29
Designations
Other Names
  • Nick Jay Toman

View on SEC IAPD

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