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Nicole Gopoian Wirick

Nicole G. Wirick

PROSPERITY WEALTH STRATEGIES
Bloomfield Hills, MI 48301
CRD#: 5394960
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Nicole Gopoian Wirick
Nicole Gopoian WirickPROSPERITY WEALTH STRATEGIES

Professional summary

Nicole Gopoian Wirick, CFP®, who also goes by Nicole S. Gopoian, Nicole Sona Gopoian, Nicole G. Wirick, is a registered financial advisor currently at PROSPERITY WEALTH STRATEGIES LLC located in Bloomfield Hills, Michigan.

Nicole is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Nicole has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Nicole S. Gopoian | Nicole Sona Gopoian | Nicole G. Wirick

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 Nicole Gopoian Wirick'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®

Certified Financial Planner

Start date: 2010

Experience

Current

April 22, 2019 - Present

PROSPERITY WEALTH STRATEGIES LLC

Office #1: 1597 Sandringham Way, Bloomfield Hills, MI 48301
RIA
CRD#: 301923
Bloomfield Hills, MI
Past

February 14, 2018 - April 18, 2019

PLANNING ALTERNATIVES LTD

RIA
CRD#: 110268
Bloomfield Hills, MI
Past

January 12, 2015 - February 9, 2018

WEALTHCARE ADVISORS, LLC

RIA
CRD#: 159835
BLOOMFIELD HILLS, MI
Past

January 12, 2015 - February 9, 2018

PLANNING ALTERNATIVES LTD

RIA
CRD#: 110268
BLOOMFIELD HILLS, MI
Past

March 5, 2013 - January 2, 2015

J.J.B. HILLIARD, W.L. LYONS, LLC

RIA
CRD#: 453
BIRMINGHAM, MI
Past

March 5, 2013 - January 2, 2015

J.J.B. HILLIARD, W.L. LYONS, LLC

BD
CRD#: 453
BIRMINGHAM, MI
Past

May 9, 2012 - June 4, 2013

CIG ASSET MANAGEMENT, INC.

RIA
CRD#: 123609
SOUTHFIELD, MI
Past

May 8, 2012 - February 21, 2013

CIG SECURITIES

BD
CRD#: 129864
SOUTHFIELD, MI
Past

October 5, 2010 - June 3, 2011

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
BIRMINGHAM, MI
Past

September 6, 2007 - June 3, 2011

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
BIRMINGHAM, MI

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
Florida
(5/31/2019)
IAR
Michigan
(4/22/2019)
IAR
Texas
(11/14/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/4/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/2/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/5/2007
General Securities Representative Examination

Current Firm

PW
PROSPERITY WEALTH STRATEGIES LLC
PROSPERITY WEALTH STRATEGIES LLC

CRD#: 301923 / SEC#:

Florida
Registered Investment Advisory firm - (5/31/2019 Approved)
Michigan
Registered Investment Advisory firm - (4/22/2019 Approved)
Texas
Registered Investment Advisory firm - (10/23/2025 Conditional Restricted)
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Contact information

Main Address
36400 Woodward Avenue Suite 128, Bloomfield Hills, MI 48304
Mailing Address
Phone number
(248) 963-0568
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts181
AUM (Assets Under Management)$ 95,249,626

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

PROSPERITY WEALTH STRATEGIES LLC

CRD#: 301923Bloomfield Hills, MI 48301

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