Nicholas Matthew Van Noort
CFP®Professional Summary
Nicholas Matthew Van Noort, CFP®, who also goes by Nicholas M Van Noort, Nicholas Matthew Van Noort, Nick Van Noort, Nicholas Matthew Vannoort, Nicholas Vannoort, Nicholas Van Noort, is a registered financial advisor currently at SG FINANCIAL located in Henderson, Nevada. Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Nicholas has worked at 9 firms and has passed the Series 63, Series 66, Series 65, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Nicholas M Van Noort, Nicholas Matthew Van Noort, Nick Van Noort, Nicholas Matthew Vannoort, Nicholas Vannoort, Nicholas Van Noort
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Videos & Posts
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Contact Information
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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.
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Credentials
Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
SG FINANCIAL | SG RETIREMENT PLANNING LLC
Contact Information
Main Address
1489 W Warm Springs Rd Ste 110, Henderson, NV 89014Phone Number
(702) 420-2554# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
88AUM (Assets Under Management)
$18,088,252Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(3/18/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 2013About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Matthew Van Noort's CRS (Customer Relationship Summary).
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