Nicholas C. George
ClearMind Capital LLC | Founder & CERTIFIED FINANCIAL PLANNER® PractitionerAFFILIATED WITH CLEARMIND CAPITAL
COLUMBUS, OH
CRD#: 7195246
Professional summary
Hi, I’m Nick — the Founder of ClearMind Capital and a CERTIFIED FINANCIAL PLANNER™. I launched ClearMind to offer clear, personalized financial planning and investment advice without the sales pressure or complexity. My firm works virtually with individuals and families who want to feel confident about their money and intentional about their future. My number one goal is to help people live better, sooner.
Biography
I believe money should be a tool, not a source of stress. I started ClearMind to help people cut through the noise, find clarity, and feel good about their financial decisions (yes, even the ones involving taxes).
I hold the CFP®, ChFC®, and CLU® designations, which is basically a fancy way of saying I’ve done the work, take this seriously, and believe in doing things the right way. But more than anything, I care about helping you live better, sooner, with a plan that supports the life you actually want, not just the numbers on a spreadsheet.
Outside of work, you’ll find me on long walks with my Goldendoodle Ollie, reading personal growth books I swear I’ll finish, or geeking out on the latest market shifts. I hold dear that real wealth isn’t just financial, it’s mental, physical, and emotional too. When those align? That’s when life gets really good.
Question & Answer
What are your service offerings?
Financial Planning,
Investment Management,
Tax Planning,
Retirement Planning,
Trust Services,
Estate Planning,
Business Planning,
Business Valuation and Exit Pl...
Individual Insurance (Life, He...
Business Insurance (Worker's C...
Disability, E&O, Key Person),
Financial Coaching
Do you have an area of expertise or specialization?
Retirement Planning,
Executive Compensation (ISO, R...
Customized Portfolios
How do you get paid?
% of AUM,
Fixed Fee
Are you a "fiduciary"?
Yes
Aliases
Nicholas Craig George | Nicholas George | Nick George
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.
1. Crohns and Colitis Foundation, Not Investment-related, 6797 N High St , Worthington , OH, USA, Evening of Hope Committee Member, Start Date: 05/17/2021, 1 hrs per week, 0 trading hrs per week, Nonprofit , Duties: Volunteer based Help fundraise and raise money for research for crohns and colitis.
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas C George'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: 2023
Education
Ohio University
BBA - Finance
2018
Ohio University
Certificate - Financial Planning
2018
Experience
Current
January 17, 2025 - Present
CLEARMIND CAPITAL
RIA
CRD#: 334362
COLUMBUS, OH
Past
February 25, 2022 - January 14, 2025
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
Upper Arlington, OH
Past
February 24, 2022 - January 14, 2025
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
Upper Arlington, OH
Past
May 21, 2021 - January 7, 2022
GLOBAL RETIREMENT PARTNERS LLC
RIA
CRD#: 172011
Westerville, OH
Past
May 20, 2021 - January 13, 2022
LPL FINANCIAL LLC
BD
CRD#: 6413
WESTERVILLE, OH
Past
January 27, 2020 - May 5, 2021
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
DEFIANCE, OH
Past
December 2, 2019 - May 5, 2021
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
DEFIANCE, OH
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
Ohio(1/17/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/2/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
CC
CLEARMIND CAPITAL
CLEARMIND CAPITAL | CLEARMIND CAPITAL LLC
CRD#: 334362 / SEC#:
Ohio
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Contact information
Main Address
Columbus, OH
Mailing Address
Phone number
(419) 906-0936
Established
Firm type
Fiscal year end
# of Employees
2
0
Red Flags
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Company Information
CLEARMIND CAPITAL
Founder & CERTIFIED FINANCIAL PLANNER® PractitionerCRD#: 334362Columbus, OH
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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