Nicholas George Pethokoukis

Employer firm

Laffer Tengler Investments, Inc. CRD 108068

$800M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• MODELS

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

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

Current Employers

Employment History

• 08/2025 → Present
  Laffer Tengler Investments, Inc
  Nashville, TN
• 08/2021 → 05/2025
  University Of Wisconsin - Madison
  Madison, WI
• 06/2016 → 08/2021
  Student
  Western Springs, IL
• 06/2023 → 08/2023
  Stifel Nicolaus
  Naperville, IL
• 06/2024 → 08/2024
  Stifel Nicolaus
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-29
• S66 Uniform Combined State Law Examination
  2026-05-05

Other Names

• Nick Pethokoukis