Nicholas M. Donakowski

BAM WEALTH MANAGEMENT LLC

LAKEWOOD, CO 80228

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CRD#: 7371914

Professional summary

Nicholas M Donakowski, who also goes by Nicholas Marc Donakowski, Nicholas Donakowski, Nick M Donakowski, is a registered financial advisor currently at BAM WEALTH MANAGEMENT LLC located in Lakewood, Colorado.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Nicholas has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nicholas Marc Donakowski | Nicholas Donakowski | Nick M Donakowski

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. BAM Advisory Group; investment related; 165 S Union Blvd Suite 675 Lakewood, CO 80228; Sale of Annuities and Life Insurance; Paraplanner/Service Advisor; 11/2024; 20 hrs/mo; 10 hrs/mo; Planning and Client Service

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas M Donakowski'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 23, 2025 - Present

BAM WEALTH MANAGEMENT LLC

Office #1: 165 South Union Blvd Suite 675, Lakewood, CO 80228

RIA

CRD#: 330237

LAKEWOOD, CO

Past

November 25, 2024 - September 23, 2025

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

Lakewood, CO

Past

June 13, 2023 - September 25, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

GREENWOOD VILLAGE, CO

Past

June 13, 2023 - September 25, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

GREENWOOD VILLAGE, CO

Past

August 20, 2021 - January 26, 2023

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

GREENWOOD VILLAGE, CO

Past

July 6, 2021 - January 10, 2023

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

GREENWOOD VILLAGE, CO

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".

BAM WEALTH MANAGEMENT LLC

BAM ADVISORY GROUP | BAM WEALTH MANAGEMENT, LLC | BAM WEALTH MANAGEMENT LLC

CRD#: 330237 / SEC#: 801-132401

RIA

Registered Investment Advisory firm - (4/11/2025 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

Colorado
(4/23/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/9/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/6/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/24/2021

Securities Industry Essentials Examination

Current Firm

BAM WEALTH MANAGEMENT LLC

BAM ADVISORY GROUP | BAM WEALTH MANAGEMENT, LLC | BAM WEALTH MANAGEMENT LLC

CRD#: 330237 / SEC#: 801-132401

RIA

Registered Investment Advisory firm - (4/11/2025 Approved)

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Contact information

Main Address

165 South Union Blvd Suite 675, Lakewood, CO 80228

Mailing Address

Phone number

(303) 531-5055

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - BAM WEALTH MANAGEMENT LLC (8/1/2025)

Regulatory assets under management

Total Number of Accounts	804
AUM (Assets Under Management)	$ 177,526,003

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.

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Advisor Monitoring

Firm Stability Insights

Nicholas M. Donakowski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas M Donakowski's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVEONE WEALTH, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

BAM WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/9/2021

Series 7TO

Date: 7/6/2021

SIE

Date: 6/24/2021

Current Firm

BAM WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BAM WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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