Nicholas A. Tilli
Professional summary
Nicholas A Tilli, CFP®, who also goes by Nick Andrew Tilli, Nicholas Andrew Tilli, Nicholas Tilli, is a registered financial advisor currently at GROUNDED WEALTH located in Plymouth, Minnesota.
Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Nicholas has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.
Core Areas of Focus
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 25, 2026 - Present
GROUNDED WEALTH
July 28, 2021 - December 31, 2025
GROUNDED WEALTH
July 12, 2021 - May 18, 2023
ORIGIN INVESTMENT ADVISORY LLC
May 17, 2019 - June 24, 2021
THE MATHER GROUP, LLC
November 24, 2016 - May 7, 2019
BERGANKDV WEALTH MANAGEMENT, LLC
December 17, 2013 - November 2, 2016
STRATEGIC ADVISERS LLC
March 23, 2010 - November 1, 2016
FIDELITY BROKERAGE SERVICES LLC
September 22, 2009 - March 3, 2010
TD AMERITRADE, INC.
September 22, 2009 - March 3, 2010
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
September 22, 2009 - March 3, 2010
TD AMERITRADE, INC.
December 22, 2008 - September 4, 2009
U.S. BANCORP INVESTMENTS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/25/2026)
Exams
Current Firm
GROUNDED WEALTH
CRD#: 314801 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 14 |
| AUM (Assets Under Management) | $ 29,843,684 |
Red Flags
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