Nicholas A. Tilli

GROUNDED WEALTH

PLYMOUTH, MN

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CRD#: 5599495

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

Always Fiduciary

Paid By: Fixed / Negotiated Fee

Paid By: Retainer

Paid By: Hourly

Serves: Corporate Executives

Serves: Physicians & Medical Professionals

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.

Aliases

Nick Andrew Tilli | Nicholas Andrew Tilli | Nicholas Tilli

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.

Nicholas Tilli is contracted out as a financial planner for Origin Financial. There is no relationship that exists between Tilli Wealth Management LLC and Origin Financial. This arrangement may present a material conflict of interest because Nicholas Tilli might be incentivized to refer Origin�??s clients to Tilli Wealth Management LLC�??s services. Though this is highly unlikely, Tilli Wealth Management LLC will address this conflict of interest by conducting proper due diligence on any prospective clients, and will only accept clients if Tilli Wealth Management LLC�??s services are truly suitable to the client�??s needs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas A Tilli'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®

CRD#: 7784

EDINA, MN

Past

September 22, 2009 - March 3, 2010

TD AMERITRADE, INC.

RIA

CRD#: 7870

MINNEAPOLIS, MN

Past

September 22, 2009 - March 3, 2010

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

MINNEAPOLIS, MN

Past

September 22, 2009 - March 3, 2010

TD AMERITRADE, INC.

CRD#: 7870

MINNEAPOLIS, MN

Past

December 22, 2008 - September 4, 2009

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

SAINT PAUL, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

What does exam status mean?

General Securities Representative Examination

Current Firm

GROUNDED WEALTH

GROUNDED WEALTH | TILLI WEALTH MANAGEMENT LLC | TILLI WEALTH MANAGEMENT | GROUNDED WEALTH LLC

CRD#: 314801 / SEC#:

Minnesota

Registered Investment Advisory firm - (1/1/2026 Approved)

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Contact information

Main Address

Plymouth, MN

Mailing Address

2435 Comstock Ln, Plymouth, MN 55447

Phone number

(952) 836-6063

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	35
AUM (Assets Under Management)	$ 31,373,241

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.

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Nicholas A. Tilli

Professional summary

At a Glance

Services Offered

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas A Tilli's CRS (Customer Relationship Summary).

Certified licenses

Experience

GROUNDED WEALTH

ORIGIN INVESTMENT ADVISORY LLC

THE MATHER GROUP, LLC

BERGANKDV WEALTH MANAGEMENT, LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

U.S. BANCORP INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 66

Passed: 1/16/2009

SIE

Passed: 11/1/2016

Series 7

Passed: 12/19/2008

Current Firm

GROUNDED WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GROUNDED WEALTH

TRUST BUT VERIFY

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