AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
NZ

Nicholas A. Zahareas

Some features on this profile are disabled
CRD#: 1235920
NZ

Professional summary


Nicholas Anthony Zahareas was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Nicholas is a previously registered financial professional and started their career in finance in 1984. Prior to being barred, Nicholas had worked at 5 firms, which includes MARQUETTE FINANCIAL GROUP INC., MILLER JOHNSON STEICHEN KINNARD INC., OBERWEIS SECURITIES INC., COLLIERS SECURITIES LLC, ENGLER-BUDD & COMPANY INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Nicholas Anthony Ahareas | Nick Zahareas

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 5, 1989 - August 19, 1989

MARQUETTE FINANCIAL GROUP, INC.

BD
CRD#: 345
MINNEAPOLIS, MN
Past

November 17, 1988 - February 10, 1989

MILLER JOHNSON STEICHEN KINNARD, INC.

BD
CRD#: 694
MINNEAPOLIS, MN
Past

February 22, 1988 - January 15, 1998

OBERWEIS SECURITIES, INC.

BD
CRD#: 7739
Past

February 4, 1986 - February 10, 1988

COLLIERS SECURITIES LLC

BD
CRD#: 7477
MINNEAPOLIS, MN
Past

February 24, 1984 - February 5, 1986

ENGLER-BUDD & COMPANY INC.

BD
CRD#: 1743

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/21/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


MF
MARQUETTE FINANCIAL GROUP, INC.
MARQUETTE FINANCIAL GROUP, INC. | OFFERMAN & COMPANY INCORPORATED | OFFERMAN & COMPANY | OFFERMAN & CO., INC. | MARQUETTE INVESTMENT SERVICES

CRD#: 345 / SEC#: , 8-44143

BD
Terminated by SEC on 10/08/2002
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Minnesota since 07/31/1991
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WELLS FARGO & COMPANYSHAREHOLDER
FARRISH, JOHN RICHARDDIRECTOR204907
TRAUDT, TIMOTHY NEILDIRECTOR3222247

Disclosures


Regulatory Event6
Arbitration3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MARQUETTE FINANCIAL GROUP, INC.

CRD#: 345

TRUST BUT VERIFY

Monitor Nicholas Zahareas

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics