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Inactive

Nicholas Carter Gookin

Balance Wealth

Worthington, OH

Allendale, MI

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Current Employers
Balance Wealth

5701 North High Street Suite 100, Worthington, OH 43085 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-08-25
OH RA APPROVED 2024-07-22
TX RA APPROVED 2024-07-22
  • MI RA
    APPROVED
    Since 2026-08-25
  • OH RA
    APPROVED
    Since 2024-07-22
  • TX RA
    APPROVED
    Since 2024-07-22

Branch Locations

5701 North High Street Suite 100, Worthington, OH 43085 • United States

Allendale, MI • 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
Retirement Outfitters, Llc Grand Junction CO 01/2018 07/2019
Colorado Mesa University Grand Junction CO 08/2014 12/2017
Wealthsource Partners, Llc Denver CO 01/2018 05/2024
Wealthsource Partners, Llc Denver CO 01/2018 11/2022
Onedigital Investment Advisors Llc Overland Park KS 01/2024 06/2024
Balance Wealth, Llc Allendale MI 06/2024 Present
Wealthsource Partners, Llc Denver CO 11/2022 05/2024
Wealthsource Partners, Llc Grand Junction CO 06/2017 01/2018
  • 01/2018 → 07/2019
    Retirement Outfitters, Llc
    Grand Junction, CO
  • 08/2014 → 12/2017
    Colorado Mesa University
    Grand Junction, CO
  • 01/2018 → 05/2024
    Wealthsource Partners, Llc
    Denver, CO
  • 01/2018 → 11/2022
    Wealthsource Partners, Llc
    Denver, CO
  • 01/2024 → 06/2024
    Onedigital Investment Advisors Llc
    Overland Park, KS
  • 06/2024 → Present
    Balance Wealth, Llc
    Allendale, MI
  • 11/2022 → 05/2024
    Wealthsource Partners, Llc
    Denver, CO
  • 06/2017 → 01/2018
    Wealthsource Partners, Llc
    Grand Junction, CO
Previous Registrations
  • 2017-11-20 → 2024-06-06
    Wealthsource®
    Grand Junction, CO
    Galveston, TX
    Dickinson, TX
  • 2024-01-16 → 2024-06-05
    Onedigital
    Overland Park, KS
    Dickinson, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-20
  • S65 Uniform Investment Adviser Law Examination
    2017-11-20
Other Names
  • Nic Gookin

View on SEC IAPD

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TIMOTHY TILTON
KAREN SUE COOKSTON
LYNN ANNE ZAG
JAIME LEE GOUBEAUX

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · WORTHINGTON, OH
THRIVENT INVESTMENT MANAGEMENT INC. · WORTHINGTON, OH
LPL FINANCIAL LLC · WORTHINGTON, OH
OSAIC WEALTH, INC. · WORTHINGTON, OH
EQUITABLE ADVISORS, LLC · WORTHINGTON, OH
KESTRA PRIVATE WEALTH SERVICES, LLC · Worthington, OH
THRIVENT INVESTMENT MANAGEMENT INC. · Worthington, OH
TRICORD WEALTH ADVISORS · WORTHINGTON, OH

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