Nicholas J. Sklenar

TRUE WEALTH NATION

CARROLL, IA 51401

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CRD#: 6117618

Professional summary

Nicholas John Sklenar, CFP® is a registered financial advisor currently at TRUE WEALTH NATION located in Carroll, Iowa.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Nicholas 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.

MR. SKLENAR IS LICENSED INSURANCE AGENT WITH PREMIER FINANCIAL SERVICES, INC. THIS IS AN INVESTMENT-RELATED BUSINESS AND THE ADDRESS IS 202 W. 7TH STREET, CARROLL, IA 51401. MR. SKLENAR HAS BEEN CONDUCTING INSURANCE SALES FOR PFS SINCE 1/2012. MR. SKLENAR SPENDS APPROXIMATELY 60% OF HIS TIME ON THE INSURANCE BUSINESS, INCLUDING DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas John Sklenar'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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

November 14, 2012 - Present

TRUE WEALTH NATION

Office #1: 302 E 7th Street, Carroll, IA 51401

RIA

CRD#: 157347

CARROLL, IA

Current

November 5, 2025 - Present

Office #1: 302 East 7th Street, Carroll, IA 51401

CARROLL, IA

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

Colorado
(5/2/2025)

IAR

Iowa
(11/14/2012)

IAR

Nebraska
(5/14/2014)

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: 11/13/2012

Uniform Investment Adviser Law Examination

Current Firm

TRUE WEALTH NATION

PREMIER FINANCIAL SERVICES, INC. | TRUEWEALTH UNIVERSITY | TRUE WEALTH NATION | PROWISE FINANCIAL COACHING

CRD#: 157347 / SEC#:

Colorado

Registered Investment Advisory firm - (5/2/2025 Approved)

Iowa

Registered Investment Advisory firm - (6/2/2011 Approved)

Nebraska

Registered Investment Advisory firm - (5/14/2014 Approved)

Texas

Registered Investment Advisory firm - (2/25/2019 Conditional Restricted)

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Contact information

Main Address

302 E 7th Street, Carroll, IA 51401

Mailing Address

Po Box 665, Carroll, IA 51401-0665

Phone number

(712) 792-6400

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Nicholas J. Sklenar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas John Sklenar's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUE WEALTH NATION

State Registrations and Notice Filings

Exams

Series 65

Date: 11/13/2012

Current Firm

TRUE WEALTH NATION

Contact information

Documents

Red Flags

Company Information

TRUE WEALTH NATION

TRUST BUT VERIFY

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