NP
Nicholas B. Pope
WASHINGTON AVENUE ADVISORS
Lansing, MI 48910
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CRD#: 4468381
NP
Professional summary
Nicholas Brandon Pope, CFP® is a registered financial advisor currently at WASHINGTON AVENUE ADVISORS located in Lansing, Michigan.
Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Nicholas has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. OUTSIDE INSURANCE, SELLING INDIVIDUAL AND GROUP HEALTH INSURANCE, FIXED LIFE INSURANCE, FIXED ANNUITIES, DISABILITY AND LONG TERM CARE INSURANCE THROUGH VARIOUS CARRIERS, 5/14/14.
2. East Lansing Film Festival; Board Member; 10/28/15
3. L&P LLC; 50% co-owner, will assist in finding tenants, accounting for rents, paying expenses as typical for a rental landlord; 10/29/15.
4. Blue Owl Coffee, LLC, Owner, 07/15/16.
5. Partner; L&P Properties, LLC; Investment Related: Yes; Location: 6850 N Aurelius Rd, Lansing, MI 48911; Description: Real estate investment; Responsibilities: Assisting with tenant placement, securing grant funding, sourcing properties for purchase; Start date: 2015-10-01; during trading hrs: 1; outside trading hrs: 2;
6. Partner; LPT Holdings, LLC; Investment Related: Yes; Location: 6850 N Aurelius Rd, Lansing, MI 48911; Description: Holding company for Class C liquor License; Start Date: 2017-12-19;
7. Partner; Beeman Block, LLC; Investment Related: Yes; Location: 110 W Michigan Ave #750, Lansing, MI 48933; Description: Real Estate Investment - WAA office building; Responsibilities: Sourcing tenants; Start Date: 2019-04-03;
8. Partner; Reo Ventures, LLC; Investment Related: Yes; Location: 6850 N Aurelius Rd, Lansing, MI 48911; Description: Real Estate Investment; Responsibilities: Sourcing Tenants, assisting with grant funding for project; Start Date: 2021-01-15; during trading hrs: 2; outside trading hrs: 3;
9. Board Member at Large; Todd Martin Youth Leadership Board of Directors; Investment Related: Yes: Location: 200 N Foster Ave, Lansing, MI 48912; Description: Non Profit focused on under resourced youth; Responsibilities: Attend board meeting, participate in committee; Start Date: 2012-12-01; during trading hrs: 1; outside trading hrs: 2;
10. Board Member at Large; East Lansing Film Festival Board of Directors; Investment Related: Yes: Location: 210 Abbot Rd #48, East Lansing, MI 48823; Description: Non Profit focusing on arts and culture in East Lansing; Responsibilities: attend board meetings - semi annual; Start date: 2018-01-01; outside trading hrs: 1;
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Brandon Pope's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2007
Experience
Current
April 20, 2020 - Present
WASHINGTON AVENUE ADVISORS
Office #1: 1146 South Washington Avenue, Lansing, MI 48910RIA
CRD#: 307002
Lansing, MI
Past
February 15, 2013 - April 27, 2020
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
Lansing, MI
Past
January 29, 2013 - April 27, 2020
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
Lansing, MI
Past
February 19, 2010 - February 14, 2013
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
LANSING, MI
Past
November 13, 2001 - February 14, 2013
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
LANSING, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WA
WASHINGTON AVENUE ADVISORS
RUSHMAN WEALTH MANAGEMENT | WASHINGTON AVENUE ADVISORS, LLC | WASHINGTON AVENUE ADVISORS
CRD#: 307002 / SEC#: 801-118372
RIA
Registered Investment Advisory firm - (4/17/2020 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Colorado(5/29/2025)
IAR
Florida(7/17/2020)
IAR
Illinois(5/6/2020)
IAR
Indiana(8/4/2020)
IAR
Kentucky(3/17/2021)
IAR
Michigan(4/20/2020)
IAR
New Hampshire(3/16/2021)
IAR
Ohio(12/6/2020)
IAR
Texas(4/20/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WA
WASHINGTON AVENUE ADVISORS
RUSHMAN WEALTH MANAGEMENT | WASHINGTON AVENUE ADVISORS, LLC | WASHINGTON AVENUE ADVISORS
CRD#: 307002 / SEC#: 801-118372
RIA
Registered Investment Advisory firm - (4/17/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1146 South Washington Avenue, Lansing, MI 48910
Mailing Address
Phone number
(844) 678-1842
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,348 |
| AUM (Assets Under Management) | $ 286,572,737 |
Red Flags
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