Nicholas A Tilli
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Tilli Wealth Management works with Fortune 500 professionals
- folks nearing or in retirement
- and those with equity compensation in pre- and post-IPO companies. We take a customized approach to planning that helps clients achieve financial independence
- lower their taxes
- and optimize their investments.
Other Aliases
Nick Andrew Tilli, Nicholas Andrew Tilli, Nicholas Tilli
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Credentials
Years of Experience
17 years in the financial services industry
Current & Past Employments
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Current Firm
GROUNDED WEALTH | TILLI WEALTH MANAGEMENT LLC | TILLI WEALTH MANAGEMENT | GROUNDED WEALTH LLC
Contact Information
Main Address
Plymouth, MNMailing Address
2435 Comstock Ln, Plymouth, MN 55447Phone Number
(952) 836-6063# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
35AUM (Assets Under Management)
$31,373,241Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
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.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas A Tilli's CRS (Customer Relationship Summary).
Services Offered by Nicholas
- Tilli Wealth Management works with Fortune 500 professionals
- folks nearing or in retirement
- and those with equity compensation in pre- and post-IPO companies. We take a customized approach to planning that helps clients achieve financial independence
- lower their taxes
- and optimize their investments.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
