Nicholas J Urban

Current Employers

Employment History

• 08/2019 → 11/2019
  Geneos Wealth Management
  Ann Arbor, MI
• 08/2019 → 11/2019
  Advanced Wealth Strategies
  Ann Arbor, MI
• 08/2015 → 05/2019
  Central Michigan University
  Mount Pleasant, MI
• 11/2019 → 02/2023
  Geneos Wealth Management Inc
  Ann Arbor, MI
• 11/2019 → 02/2023
  Advanced Wealth Strategies
  Ann Arbor, MI
• 11/2019 → 02/2023
  Capital Asset Advisory Services
  Ann Arbor, MI
• 05/2018 → 08/2018
  Merrill Lynch Wealth Management - Kulhavi Wealth Management Team
  Farmington Hills, MI
• 05/2017 → 08/2017
  Financial Independents Inc
  Lansing, MI
• 02/2023 → 12/2024
  Waldron Private Wealth, Llc
  Plymouth, MI
• 12/2024 → 09/2025
  Waldron Private Wealth, Llc
  Plymouth, MI
• 09/2025 → Present
  Waldron Private Wealth, Llc
  Plymouth, MI

Previous Registrations

• 2019-09-23 → 2023-02-23
  Cg Advisory Services
  Ann Arbor, MI
  Williamston, MI

Other Businesses

1) Insurance agent; investment related; 177 N. Main Street, Suite 200, Plymouth, MI 48170; started 07/2018; approximately 1-2 hours per month during securities trading hours. 2) Mosaic Youth Theatre of Detroit; investment-related; 2251 Antietam Ave, Detroit, MI 48207; Board/Investment Committee Member; started 07/2026; approximately 1 hour per month during securities trading hours

Exams

• S66 Uniform Combined State Law Examination
  2019-09-20

Designations

Other Names

• Nicholas James Urban
• Nicholas Urban