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Current Employers
Tactical Wealth Planning Llc

West Conshohocken, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-03-18
  • PA RA
    APPROVED
    Since 2024-03-18

Branch Locations

200 Barr Harbor Dr. Tower Bridge Suite 400, Conshohocken, PA 19428 • United States

West Conshohocken, PA • 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
Central Bucks Ems Doylestown PA 05/2012 07/2025
Personal Capital Advisors Corporation Bridgeport PA 01/2021 02/2023
Tactical Wealth Planning Llc West Conshohocken PA 10/2023 Present
Empower Advisory Group Llc Greenwood Village CO 02/2023 01/2024
Penndel Middletown Ems Langhorne PA 03/2022 Present
Personal Capital Advisors Greenwood Vilage CO 01/2021 02/2023
The Vanguard Group Malvern PA 10/2015 01/2021
Paoli Fire Company Paoli PA 01/2026 Present
  • 05/2012 → 07/2025
    Central Bucks Ems
    Doylestown, PA
  • 01/2021 → 02/2023
    Personal Capital Advisors Corporation
    Bridgeport, PA
  • 10/2023 → Present
    West Conshohocken, PA
  • 02/2023 → 01/2024
    Greenwood Village, CO
  • 03/2022 → Present
    Penndel Middletown Ems
    Langhorne, PA
  • 01/2021 → 02/2023
    Personal Capital Advisors
    Greenwood Vilage, CO
  • 10/2015 → 01/2021
    The Vanguard Group
    Malvern, PA
  • 01/2026 → Present
    Paoli Fire Company
    Paoli, PA
Previous Registrations
  • 2023-04-03 → 2024-01-30
    Greenwood Village, CO
    West Conshohocken, PA
    Greenwood Village, CO
  • 2021-01-05 → 2023-04-03
    Personal Capital Advisors Corporation
    Bridgeport, PA
    Greenwood Village, CO
  • 2019-10-01 → 2019-12-17
    Malvern, PA
Other Businesses

Nicholas David Lager works as a 911 Paramedic responding to pre-hospital medical emergencies. He spends 36 - 48 hours a week per week engage in this activity, 90% of this is outside of trading hours. Bucks County, PA & Chester County, PA, START DATE: 05/2012, NOT INVESTMENT RELATED Residential Rental Property; Owner; Not Investment Related; Location: 302 Grove St Bridgeport PA 19405; Description: Residential long-term rental property; Start date: 2024-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 5.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-02-26
  • S63 Uniform Securities Agent State Law Examination
    2015-02-26
Designations
Other Names
  • Nicholas Lager
  • Nick Lager

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