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NL

Nicholas Loberg

GREYSTONE FINANCIAL GROUP
Bloomfield Hills, MI 48302-0324
Some features on this profile are disabled
CRD#: 6778518
NL

Professional summary

Nicholas Loberg, who also goes by Nicholas Patrick Loberg, Nicholas Loberg, Nick Loberg, is a registered financial advisor currently at GREYSTONE FINANCIAL GROUP, LLC located in Bloomfield Hills, Michigan.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Nicholas has worked at 9 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Nicholas Patrick Loberg | Nicholas Loberg | Nick Loberg

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Loberg'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®
None

Experience

Current

April 24, 2026 - Present

GREYSTONE FINANCIAL GROUP, LLC

Office #1: 665 Hulet Dr., Bloomfield Hills, MI 48302-0324
RIA
CRD#: 306595
Bloomfield Hills, MI
Past

July 12, 2024 - March 20, 2026

CONCORDE ASSET MANAGEMENT, LLC

RIA
CRD#: 140367
ANN ARBOR, MI
Past

July 12, 2024 - March 20, 2026

CONCORDE INVESTMENT SERVICES, LLC

BD
CRD#: 151604
ANN ARBOR, MI
Past

September 21, 2022 - June 26, 2024

SPECTRUM FINANCIAL RESOURCES

RIA
CRD#: 127453
TROY, MI
Past

May 23, 2022 - May 24, 2022

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA
CRD#: 20804
TROY, MI
Past

May 23, 2022 - July 12, 2024

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
TROY, MI
Past

August 13, 2021 - May 5, 2022

CORECAP INVESTMENTS, LLC

BD
CRD#: 37068
SOUTHFIELD, MI
Past

January 28, 2021 - May 5, 2022

CORECAP ADVISORS

RIA
CRD#: 158819
Southfield, MI
Past

February 10, 2020 - December 3, 2020

HARBOR LIGHT PLANNING

RIA
CRD#: 129022
WIXOM, MI
Past

July 20, 2017 - August 16, 2019

GWN SECURITIES INC.

BD
CRD#: 128929
OMAHA, NE

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".
GF
GREYSTONE FINANCIAL GROUP, LLC
GREYSTONE FINANCIAL GROUP, LLC | GREYSTONE FINANCIAL GROUP, LLC.

CRD#: 306595 / SEC#: 801-117913

RIA
Registered Investment Advisory firm - (1/8/2020 Approved)

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
Michigan
(4/24/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/10/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/17/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/9/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 7/20/2017
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/7/2023
General Securities Principal Examination

Current Firm

GF
GREYSTONE FINANCIAL GROUP, LLC
GREYSTONE FINANCIAL GROUP, LLC | GREYSTONE FINANCIAL GROUP, LLC.

CRD#: 306595 / SEC#: 801-117913

RIA
Registered Investment Advisory firm - (1/8/2020 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
665 Hulet Dr., Bloomfield Hills, MI 48302-0324
Mailing Address
Phone number
(248) 267-1270
Established
Firm type
Fiscal year end
# of Employees
20

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV (9/5/2025)

Regulatory assets under management

Total Number of Accounts1,952
AUM (Assets Under Management)$ 1,028,227,723

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.

Company Information

GREYSTONE FINANCIAL GROUP, LLC

CRD#: 306595Bloomfield Hills, MI 48302-0324

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