Damon A. Nickle

DELAWARE WEALTH PLANNERS

Wilmington, DE 19806

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CRD#: 5823845

Professional summary

Damon Andrew Nickle, AIF® is a registered financial advisor currently at DELAWARE WEALTH PLANNERS located in Wilmington, Delaware.

Damon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Damon has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Works as an independent insurance agent (fixed products only)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Damon Andrew Nickle's CRS (Customer Relationship Summary).

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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

July 1, 2021 - Present

DELAWARE WEALTH PLANNERS

Office #1: 2301 Pennsylvania Avenue, Wilmington, DE 19806

RIA

CRD#: 306818

Wilmington, DE

Past

August 27, 2010 - March 30, 2021

BCM WEALTH MANAGEMENT

RIA

CRD#: 122434

WILMINGTON, DE

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DELAWARE WEALTH PLANNERS

DELAWARE AVENUE WEALTH PLANNERS, LLC | DELAWARE WEALTH PLANNERS

CRD#: 306818 / SEC#: 801-131049

RIA

Registered Investment Advisory firm - (10/17/2024 Approved)

Delaware

Registered Investment Advisory firm - (12/4/2024 Terminated)

Maryland

Registered Investment Advisory firm - (11/25/2024 Terminated)

Pennsylvania

Registered Investment Advisory firm - (11/22/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Delaware
(7/1/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/25/2010

Uniform Investment Adviser Law Examination

Current Firm

DELAWARE WEALTH PLANNERS

DELAWARE AVENUE WEALTH PLANNERS, LLC | DELAWARE WEALTH PLANNERS

CRD#: 306818 / SEC#: 801-131049

RIA

Registered Investment Advisory firm - (10/17/2024 Approved)

Delaware

Registered Investment Advisory firm - (12/4/2024 Terminated)

Maryland

Registered Investment Advisory firm - (11/25/2024 Terminated)

Pennsylvania

Registered Investment Advisory firm - (11/22/2024 Terminated)

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Contact information

Main Address

2301 Pennsylvania Avenue, Wilmington, DE 19806

Mailing Address

Phone number

(302) 254-2400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-DELAWARE AVENUE WEALTH PLANNERS, LLC (11/7/2025)

Regulatory assets under management

Total Number of Accounts	246
AUM (Assets Under Management)	$ 155,182,754

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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Damon A. Nickle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Damon Andrew Nickle's CRS (Customer Relationship Summary).

Certified licenses

Experience

DELAWARE WEALTH PLANNERS

BCM WEALTH MANAGEMENT

Primary Firm SEC Registration

DELAWARE WEALTH PLANNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/25/2010

Current Firm

DELAWARE WEALTH PLANNERS

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DELAWARE WEALTH PLANNERS

TRUST BUT VERIFY

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