Nicholas Justin Eggert

Employer firm

Facet CRD 285961

$7.60B regulatory AUM 2,521 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → 05/2016
  Student
  Madison, WI
• 05/2016 → 11/2016
  Unemployed
  Madison, WI
• 01/2017 → 11/2018
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 02/2017 → 11/2018
  Northwestern Mutual Investment Services Llc
  Middleton, WI
• 11/2016 → 01/2017
  Joshua Kosnick
  Middleton, WI
• 09/2017 → 11/2018
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 11/2018 → 03/2022
  Robert W Baird & Co Inc
  Madison, WI
• 04/2022 → Present
  Facet Wealth, Inc.
  Baltimore, MD
• 11/2022 → Present
  Facet Wealth, Inc.
  Baltimore, MD

Previous Registrations

• 2019-06-18 → 2022-04-06
  Robert W. Baird & Co. Incorporated
  Madison, WI

Exams

• S66 Uniform Combined State Law Examination
  2019-06-17
• S63 Uniform Securities Agent State Law Examination
  2017-08-07

Designations

• Certified Financial Planner

Other Names

• Nick Justin Eggert
• Nicholas Justin Eggert
• Nicholas J Eggert