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Nicholas B. Stecklein

TELOS PARTNERS
Lehi, UT
Some features on this profile are disabled
CRD#: 6827498
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Professional summary

Nicholas Brian Stecklein, CFP®, who also goes by Nick Stecklein, is a registered financial advisor currently at TELOS PARTNERS LLC located in Lehi, Utah.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Nicholas has worked at 7 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Nick Stecklein

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 Brian Stecklein'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®
CFP®

Certified Financial Planner

Start date: 2020

Experience

Current

April 29, 2026 - Present

TELOS PARTNERS LLC

RIA
CRD#: 340922
Lehi, UT
Past

March 10, 2025 - January 2, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC

RIA
CRD#: 329878
Orem, UT
Past

March 10, 2025 - January 2, 2026

DFPG INVESTMENTS, LLC

BD
CRD#: 155576
SANDY, UT
Past

July 13, 2021 - June 10, 2024

NORTH CAPITAL

RIA
CRD#: 148802
SALT LAKE CITY, UT
Past

July 13, 2021 - June 10, 2024

NORTH CAPITAL PRIVATE SECURITIES CORPORATION

BD
CRD#: 154559
SALT LAKE CITY, UT
Past

October 13, 2020 - July 15, 2021

DFPG INVESTMENTS, LLC

BD
CRD#: 155576
OREM, UT
Past

February 27, 2020 - July 16, 2021

DIVERSIFY WEALTH MANAGEMENT LLC

RIA
CRD#: 145593
OREM, UT
Past

March 12, 2019 - February 25, 2020

MOSS ADAMS WEALTH ADVISORS LLC

RIA
CRD#: 108917
Woodland Hills, CA

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
Utah
(4/29/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 11/19/2020
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 3/12/2019
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/13/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/27/2020
Securities Industry Essentials Examination

Current Firm

TP
TELOS PARTNERS LLC
TELOS PARTNERS LLC

CRD#: 340922 / SEC#: 801-136053

RIA
Registered Investment Advisory firm - (4/29/2026 120-Day Approval)
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Contact information

Main Address
124 Simsbury Rd Bldg 1 Ste 202, Avon, CT 06001
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

SEC notice filing (2 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

ADV PART 2A (4/24/2026)

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

TELOS PARTNERS LLC

CRD#: 340922Lehi, UT

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