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NT

Nickolas J. Turner

ALTITUDE CAPITAL MANAGEMENT
MARYSVILLE, OH
CRD#: 4531177
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NT
Nickolas J. TurnerALTITUDE CAPITAL MANAGEMENT

Professional summary

Nickolas J. Turner, who also goes by Nicholas J Turner, Nickolas Joseph Turner, is a registered financial advisor currently at ALTITUDE CAPITAL MANAGEMENT LLC located in Marysville, Ohio.

Nickolas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Nickolas has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Nicholas J Turner | Nickolas Joseph Turner

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) - RIA

Click below to view Nickolas J. Turner'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

June 24, 2026 - Present

ALTITUDE CAPITAL MANAGEMENT LLC

RIA
CRD#: 329366
MARYSVILLE, OH
Past

March 11, 2019 - September 17, 2019

THE HUNTINGTON INVESTMENT COMPANY

RIA
CRD#: 16986
UPPER ARLINGTON, OH
Past

March 11, 2019 - September 17, 2019

THE HUNTINGTON INVESTMENT COMPANY

BD
CRD#: 16986
UPPER ARLINGTON, OH
Past

June 13, 2018 - February 14, 2019

SECURE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 141195
Marysville, OH
Past

June 9, 2015 - May 30, 2018

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
CINCINNATI, OH
Past

June 9, 2015 - May 30, 2018

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
CINCINNATI, OH
Past

December 5, 2006 - April 10, 2015

NATIONWIDE INVESTMENT ADVISORS, LLC

RIA
CRD#: 142373
COLUMBUS, OH
Past

May 10, 2006 - December 5, 2006

NATIONWIDE INVESTMENT SERVICES CORPORATION

RIA
CRD#: 7110
COLUMBUS, OH
Past

June 25, 2003 - April 10, 2015

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
COLUMBUS, OH

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".
AC
ALTITUDE CAPITAL MANAGEMENT LLC
ALTITUDE CAPITAL MANAGEMENT LLC | TUTTLE INSURANCE & FINANCIAL SERVICES | TA FINANCIAL STRATEGY | SAGE FINANCIAL | PNW RETIREMENT INCOME ADVISORS | NATOLI FINANCIAL PLANNING | GLASS WEALTH | FITZGERALD RETIREMENT STRATEGIES | FITZGERALD INCOME AND RETIREMENT PLANNING | CONCIERGE FINANCIAL GROUP | CAMPBELL ASSET MANAGEMENT | ASHMAC INVESTMENTS LLC | ANDERSON FINANCIAL, LLC

CRD#: 329366 / SEC#: 801-129287

RIA
Registered Investment Advisory firm - (1/2/2024 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
Ohio
(6/24/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/8/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/9/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/30/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 6/23/2003
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AC
ALTITUDE CAPITAL MANAGEMENT LLC
ALTITUDE CAPITAL MANAGEMENT LLC | TUTTLE INSURANCE & FINANCIAL SERVICES | TA FINANCIAL STRATEGY | SAGE FINANCIAL | PNW RETIREMENT INCOME ADVISORS | NATOLI FINANCIAL PLANNING | GLASS WEALTH | FITZGERALD RETIREMENT STRATEGIES | FITZGERALD INCOME AND RETIREMENT PLANNING | CONCIERGE FINANCIAL GROUP | CAMPBELL ASSET MANAGEMENT | ASHMAC INVESTMENTS LLC | ANDERSON FINANCIAL, LLC

CRD#: 329366 / SEC#: 801-129287

RIA
Registered Investment Advisory firm - (1/2/2024 Approved)
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Contact information

Main Address
2015 Grand Avenue Suite 100, Des Moines, IA 50312
Mailing Address
Phone number
(515) 207-3310
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ACM ADV PART 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts672
AUM (Assets Under Management)$ 49,400,000

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

ALTITUDE CAPITAL MANAGEMENT LLC

CRD#: 329366Marysville, OH

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