JN
Jonathan A. Nizolek
STAR CAPITAL
Marion, IA
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CRD#: 6378171
JN
Professional summary
Jonathan Aaron Nizolek, who also goes by Jon Aaron Nizolek, Jonathan A Nizolek, Jonathan Aaron Nizolek, is a registered financial advisor currently at STAR CAPITAL INC. located in Marion, Iowa.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jonathan has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jon Aaron Nizolek | Jonathan A Nizolek | Jonathan Aaron Nizolek
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Aaron Nizolek'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®
NoneExperience
Current
January 10, 2025 - Present
STAR CAPITAL INC.
RIA
CRD#: 171057
Marion, IA
Past
August 26, 2014 - January 6, 2021
RDA FINANCIAL NETWORK
RIA
CRD#: 147309
AKRON, IA
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".
SC
STAR CAPITAL INC.
RIDGELINE FINANCIAL STRATEGIES | STRATEGIC RETIREMENT SOLUTIONS | STAR CAPITAL INC.
CRD#: 171057 / SEC#: 801-128552
RIA
Registered Investment Advisory firm - (8/11/2023 Approved)Arkansas
Registered Investment Advisory firm - (8/15/2023 Terminated)Florida
Registered Investment Advisory firm - (8/15/2023 Terminated)Illinois
Registered Investment Advisory firm - (8/15/2023 Terminated)Iowa
Registered Investment Advisory firm - (8/15/2023 Terminated)Louisiana
Registered Investment Advisory firm - (8/15/2023 Terminated)Minnesota
Registered Investment Advisory firm - (9/25/2023 Terminated)New Jersey
Registered Investment Advisory firm - (8/17/2023 Terminated)New York
Registered Investment Advisory firm - (8/15/2023 Terminated)Texas
Registered Investment Advisory firm - (8/15/2023 Terminated)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
Iowa(1/10/2025)
IAR
Minnesota(1/10/2025)
Current Firm
SC
STAR CAPITAL INC.
RIDGELINE FINANCIAL STRATEGIES | STRATEGIC RETIREMENT SOLUTIONS | STAR CAPITAL INC.
CRD#: 171057 / SEC#: 801-128552
RIA
Registered Investment Advisory firm - (8/11/2023 Approved)Arkansas
Registered Investment Advisory firm - (8/15/2023 Terminated)Florida
Registered Investment Advisory firm - (8/15/2023 Terminated)Illinois
Registered Investment Advisory firm - (8/15/2023 Terminated)Iowa
Registered Investment Advisory firm - (8/15/2023 Terminated)Louisiana
Registered Investment Advisory firm - (8/15/2023 Terminated)Minnesota
Registered Investment Advisory firm - (9/25/2023 Terminated)New Jersey
Registered Investment Advisory firm - (8/17/2023 Terminated)New York
Registered Investment Advisory firm - (8/15/2023 Terminated)Texas
Registered Investment Advisory firm - (8/15/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
200 Southdale Center, Edina, MN 55435
Mailing Address
Phone number
(651) 444-1116
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,572 |
| AUM (Assets Under Management) | $ 143,466,937 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
