Nicholas A. Bour

BROOKWOOD INVESTMENT GROUP

Dexter, MI

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CRD#: 4519410

Professional summary

Nicholas Adam Bour, who also goes by Nick Adam Bour, Nick Bour, is a registered financial advisor currently at BROOKWOOD INVESTMENT GROUP located in Dexter, Michigan.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Nicholas has worked at 17 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nick Adam Bour | Nick Bour

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. EXECUTIVE FINANCIAL GROUP; INVESTMENT RELATED; 10192 GRAND RIVER ROAD, SUITE 100, BRIGHTON MI 48116; FIXED INSURANCE PRODUCTS; LONG TERM CARE & MEDICARE SALES; SINCE 10/2017; HOURS PER MONTH: 40; HOURS DURING TRADING: 3

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Adam Bour's CRS (Customer Relationship Summary).

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®

None

Experience

Current

April 8, 2025 - Present

BROOKWOOD INVESTMENT GROUP

RIA

CRD#: 316544

Dexter, MI

Past

September 26, 2023 - December 31, 2024

REDWOOD PRIVATE WEALTH

RIA

CRD#: 312942

BRIGHTON, MI

Past

February 1, 2022 - September 22, 2023

FISCAL WISDOM WEALTH MANAGEMENT LLC

RIA

CRD#: 168299

Brighton, MI

Past

February 16, 2021 - February 18, 2022

ALPHASTAR CAPITAL MANAGEMENT

RIA

CRD#: 157423

Brighton, MI

Past

May 8, 2019 - March 24, 2021

AGILE WEALTH PARTNERS

RIA

CRD#: 302019

ORCHARD LAKE, MI

Past

November 7, 2018 - May 3, 2019

WEALTH WATCH ADVISORS, INC

RIA

CRD#: 172002

Brighton, MI

Past

August 27, 2018 - November 9, 2018

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

Bloomfield Hills, MI

Past

August 22, 2018 - November 9, 2018

FSC SECURITIES CORPORATION

CRD#: 7461

Bloomfield Hills, MI

Past

November 1, 2017 - August 22, 2018

CORECAP ADVISORS

RIA

CRD#: 158819

Hartland, MI

Past

October 28, 2017 - August 22, 2018

CORECAP INVESTMENTS, LLC

CRD#: 37068

SOUTHFIELD, MI

Past

May 2, 2016 - October 27, 2017

TLG ADVISORS, INC.

RIA

CRD#: 111052

DALLAS, TX

Past

April 26, 2016 - October 27, 2017

THE LEADERS GROUP, INC.

CRD#: 37157

SUMMIT, NJ

Past

April 30, 2015 - April 27, 2016

THE HUNTINGTON INVESTMENT COMPANY

RIA

CRD#: 16986

CORUNNA, MI

Past

December 10, 2014 - April 27, 2016

THE HUNTINGTON INVESTMENT COMPANY

CRD#: 16986

CORUNNA, MI

Past

July 9, 2013 - December 3, 2014

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

WATERFORD, MI

Past

January 31, 2012 - July 8, 2013

NYLIFE SECURITIES LLC

CRD#: 5167

SOUTHFIELD, MI

Past

April 23, 2004 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

TROY, MI

Past

April 23, 2004 - January 9, 2012

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

TROY, MI

Past

November 4, 2002 - May 4, 2004

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

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".

BROOKWOOD INVESTMENT GROUP

CRD#: 316544 / SEC#: 801-122508

RIA

Registered Investment Advisory firm - (10/18/2021 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

Michigan
(4/8/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/27/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/16/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/26/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/1/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BROOKWOOD INVESTMENT GROUP

CRD#: 316544 / SEC#: 801-122508

RIA

Registered Investment Advisory firm - (10/18/2021 Approved)

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Contact information

Main Address

3930 E. Ray Road Suite 155, Phoenix, AZ 85044

Mailing Address

Phone number

(480) 646-3504

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (32 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BROOKWOOD INVESTMENT GROUP FIRM BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts	6,200
AUM (Assets Under Management)	$ 1,064,198,265

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.

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Advisor Monitoring

Firm Stability Insights

Nicholas A. Bour

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Adam Bour's CRS (Customer Relationship Summary).

Certified licenses

Experience

REDWOOD PRIVATE WEALTH

FISCAL WISDOM WEALTH MANAGEMENT LLC

ALPHASTAR CAPITAL MANAGEMENT

AGILE WEALTH PARTNERS

WEALTH WATCH ADVISORS, INC

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

CORECAP ADVISORS

CORECAP INVESTMENTS, LLC

TLG ADVISORS, INC.

THE LEADERS GROUP, INC.

THE HUNTINGTON INVESTMENT COMPANY

THE HUNTINGTON INVESTMENT COMPANY

ALLSTATE FINANCIAL SERVICES, LLC

NYLIFE SECURITIES LLC

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

BROOKWOOD INVESTMENT GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 4/27/2015

Series 63

Date: 9/16/2002

SIE

Date: 10/1/2018

Series 7

Date: 3/26/2008

Series 6

Date: 11/1/2002

Current Firm

BROOKWOOD INVESTMENT GROUP

Contact information

SEC notice filing (32 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BROOKWOOD INVESTMENT GROUP

TRUST BUT VERIFY

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