Nicholas A. Pihl
PIHL FINANCIAL PLANNING
Milwaukie, OR
Some features on this profile are disabled
CRD#: 6545502
Professional summary
Nicholas Arne Pihl, CFP® is a registered financial advisor currently at PIHL FINANCIAL PLANNING located in Milwaukie, Oregon.
Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Nicholas has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Small Business Planning
Tax Planning
Investment Planning
Retirement Planning
Do you have an area of expertise or specialization?
Baby Boomers
Business Owners
Cash Flow/Budgets/Credit Issue...
Entrepreneurs
High Net Worth Client Needs
Investment Advice with Ongoing...
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.
Writer, Coach, Podcast Host at Nicholas Arne Pihl (self) Not investment related. Occasionally I'll play with an idea about money, financial planning, or investing, but I'm not offering advice or advising services here. 4928 Idlewilde Ln SE, Albuquerque NM 87108 Writing on blog sharing book recommendations, reflections, comments on my personal spiritual journey. Coaching available I'm the owner of a blog and work as a coach, mostly pro-bono I started back in June of 2017 Up to 12 hours a month at most, not during securities trading hours No real duties or obligations. It's easily put on the back burner when the advisory business is busy. If it ever makes money I'd be pleasantly surprised. Mainly the writing is a way for me to clear my head and work through thoughts that might not really make sense to share on my financial planning firm's website.
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Arne Pihl'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®
Start date: 2020
Experience
Current
April 1, 2019 - Present
PIHL FINANCIAL PLANNING
RIA
CRD#: 300544
Milwaukie, OR
Past
September 1, 2015 - June 21, 2017
MENGIS CAPITAL MANAGEMENT, INC.
RIA
CRD#: 117127
PORTLAND, OR
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
California(4/1/2025)
IAR
New Mexico(4/15/2024)
IAR
Oregon(4/1/2019)
IAR
Texas(5/12/2025)
IAR
Washington(5/1/2025)
Current Firm
PIHL FINANCIAL PLANNING
PIHL FINANCIAL PLANNING | PIHL FINANCIAL PLANNING LLC
CRD#: 300544 / SEC#:
California
Registered Investment Advisory firm - (3/24/2025 Approved)New Mexico
Registered Investment Advisory firm - (4/15/2024 Approved)Oregon
Registered Investment Advisory firm - (4/1/2019 Approved)Texas
Registered Investment Advisory firm - (4/23/2025 Conditional Restricted)Washington
Registered Investment Advisory firm - (5/1/2025 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Albuquerque, NM
Mailing Address
Phone number
(503) 730-5093
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 82 |
| AUM (Assets Under Management) | $ 18,011,284 |
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.
