Nicholas P. Schilling
Professional summary
Nicholas Paul Schilling, who also goes by Nick Schilling, is a registered financial advisor currently at AVANT WEALTH MANAGEMENT, LLC located in Topeka, Kansas.
Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Nicholas has worked at 5 firms and has passed the Series 65, Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Paul Schilling's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 1, 2018 - Present
AVANT WEALTH MANAGEMENT, LLC
May 15, 2014 - December 9, 2015
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
May 12, 2014 - December 9, 2015
G.F. INVESTMENT SERVICES, LLC
April 29, 2008 - March 13, 2012
QUESTAR CAPITAL CORPORATION
November 13, 2007 - April 30, 2008
ALLIANZ LIFE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/1/2018)
(11/22/2021)
Exams
Current Firm
AVANT WEALTH MANAGEMENT, LLC
CRD#: 289017 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 14 |
| AUM (Assets Under Management) | $ 2,325,692 |
Red Flags
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