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Cfp Nicholas August Cpwa

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Cfp Nicholas August Cpwa

Senior Vice President, Financial Advisor, CFP®, CPWA® | Baird

United States

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Cfp Nicholas August Cpwa

Summary

Nicholas August is a seasoned financial advisor with over a decade of experience in the financial industry, currently serving as Senior Vice President at Baird. He specializes in providing comprehensive financial planning and wealth management services tailored to the unique needs of families and businesses. Nicholas is a CERTIFIED FINANCIAL PLANNER™ and a Certified Private Wealth Advisor®, demonstrating his commitment to excellence in financial advisory. His approach is built on trust, transparency, and a deep understanding of his clients' financial lives. Beyond his professional achievements, Nicholas is a history buff, which reflects his appreciation for the lessons of the past in navigating the complexities of finance today. He has a strong background in leadership and public speaking, making him a valuable asset in any financial discussion. His extensive experience has equipped him with the skills to adapt and thrive in a dynamic industry.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Cfp Nicholas August Cpwa

Work Experience

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Senior Vice President, Financial Advisor, CFP®, CPWA® at

Baird

May 2018 - Present

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Financial Advisor, CFP®, Financial Planning Specialist at

Morgan Stanley

July 2013 - May 2018

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Area Recruitment Manager at

Kappa Sigma Fraternity

June 2012 - June 2013

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Student at

Marquette University

August 2008 - May 2012

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Cfp Nicholas August Cpwa

Education

Marquette University, Bachelor Of Arts (B.A.)

January 2008 - January 2012

Frequently Asked Questions about Cfp Nicholas August Cpwa

What is Cfp Nicholas August Cpwa email address?

Cfp Nicholas August Cpwa's primary email address is *******@rwbaird.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Nicholas August Cpwa work for?

Cfp Nicholas August Cpwa is a Senior Vice President, Financial Advisor, CFP®, CPWA® at Baird, a company specializing in Monetary Authorities-Central Bank.

Where Cfp Nicholas August Cpwa graduated from?

Cfp Nicholas August Cpwa holds a degree in Business And Politics, History from Marquette University.

How can I directly contact Cfp Nicholas August Cpwa?

To contact Cfp Nicholas August Cpwa directly, you can use the email address *******@rwbaird.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Nicholas August Cpwa?

Nicholas August is a seasoned financial advisor with over a decade of experience in the financial industry, currently serving as Senior Vice President at Baird. He specializes in providing comprehensive financial planning and wealth management services tailored to the unique needs of families and businesses. Nicholas is a CERTIFIED FINANCIAL PLANNER™ and a Certified Private Wealth Advisor®, demonstrating his commitment to excellence in financial advisory. His approach is built on trust, transparency, and a deep understanding of his clients' financial lives. Beyond his professional achievements, Nicholas is a history buff, which reflects his appreciation for the lessons of the past in navigating the complexities of finance today. He has a strong background in leadership and public speaking, making him a valuable asset in any financial discussion. His extensive experience has equipped him with the skills to adapt and thrive in a dynamic industry.

Cfp`s contact details

mail

*******@rwbaird.com

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