Nicholas Carter Gookin

Employer firm

Balance Wealth CRD 329589

$387M regulatory AUM 11 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2017-11-20

Other Names

• Nic Gookin