Nicholas A Tilli

Current Employers

Employment History

• 03/2010 → 10/2016
  Fidelity Investments
  Edina, MN
• 11/2016 → 04/2019
  Bergankdv Wealth Management, Llc
  Bloomington, MN
• 05/2019 → 04/2021
  The Mather Group, Llc
  Chicago, IL
• 05/2021 → 05/2023
  Blend Financial, Inc. Dba Origin Financial
  San Francisco, CA
• 04/2021 → Present
  Tilli Wealth Management Llc
  Plymouth, MN

Previous Registrations

• 2021-07-28 → 2025-12-31
  Grounded Wealth
  Plymouth, MN
• 2021-07-12 → 2023-05-18
  Origin Investment Advisory Llc
  Sarasota, FL
  Plymouth, MN
• 2019-05-17 → 2021-06-24
  The Mather Group, Llc
  Chicago, IL
• 2016-11-24 → 2019-05-07
  Bergankdv Wealth Management, Llc
  Bloomington, MN
• 2013-12-17 → 2016-11-02
  Strategic Advisers Llc
  Edina, MN
• 2009-09-22 → 2010-03-03
  Td Ameritrade, Inc.
  Edina, MN
• 2009-09-22 → 2010-03-03
  Td Ameritrade Investment Management, Llc
  Minneapolis, MN

Other Businesses

Nicholas Tilli is contracted out as a financial planner for Origin Financial. There is no relationship that exists between Tilli Wealth Management LLC and Origin Financial. This arrangement may present a material conflict of interest because Nicholas Tilli might be incentivized to refer Originâ??s clients to Tilli Wealth Management LLCâ??s services. Though this is highly unlikely, Tilli Wealth Management LLC will address this conflict of interest by conducting proper due diligence on any prospective clients, and will only accept clients if Tilli Wealth Management LLCâ??s services are truly suitable to the clientâ??s needs.

Exams

• S66 Uniform Combined State Law Examination
  2009-01-16

Designations

Other Names

• Nick Andrew Tilli
• Nicholas Andrew Tilli
• Nicholas Tilli