The name Avant comes from the word Avant-Garde meaning Advanced, Untraditional and
Avant Wealth's focus is to bring a new way of looking at financial planning and the
financial markets to a very select group of families and clientele. You've worked
diligently for the savings you?ve accumulated and my mission, as your CFO, is to bring
fresh ideas to the table, so we can co-create your financial life together.
Combining a unique approach to risk focused asset allocation married with avant-garde
investment philosophies, we work diligently to create a customized approach to your
financial future. Reconciling your goals with your true risk tolerance in a rapidly
changing environment has never been more critical.
We focus on:
Retirement Income Planning
We are an independent financial services firm who specializes in creating custom financial
plans for a select group of families. There is no "one-size-fits-all" when it comes to
planning and its too important to not have a partner. We look forward to meeting with you
|Name of Custodial Firm:||Pershing Advisor Services|
|States Licensed in:||KS|
|Number of Years with Current Firm:||5|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Health , Annuity , Life , Long Term Care|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||I am a fee-based financial professional|
|Compensation Methods:||Flat Fee , Hourly , Based on Assets|
|Organization:||Meals On Wheels Shawnee County Kansas|
|Position :||Board of Directors|
|Masters in Business Administration - MBA||
University of Minnesota Carlson School of Business - Minneapolis, MN
|Business Administration - Strategic Management & Consulting||
North Dakota State University - Fargo, ND
Investment Advisory services offered through Avant Wealth Management, LLC. A Registered Investment Advisor.
Nick grew up in central North Dakota and is a proud graduate of North Dakota State University with a degree in Business Administration. He then went onto graduate school at the University of Minnesota, Carlson School of Business to finish with an MBA in Strategic Consulting.
Since finishing college, Nick has been solely focused in the financial services arena since 2002 with a passion to educate his clients and make their financial lives as simple as possible. For years Mr. Schilling has been an executive running large advisory businesses with hundreds of advisors, thousands of clients and billions of dollars. While successful, that wasnt the business I wanted to create&
He founded Avant Wealth Management with a mission to work with a select group of families and become their personal CFO (Chief Financial Officer).
When not working with his select families within Avant Wealth Management, Nick loves spending time with his beautiful wife Annie and daughter Darian. When he can slip away, hes addicted to golfing and enjoys taking in sporting events of any kind.
At Avant Wealth we take a different approach to managing our client's money. Matching your true risk tolerance is the starting point, so that market volatility doesn't scare you. Then we combine cost effective diversification with strategically structured opportunities to limit the downside of your portfolio. "Losses hurt, way more than gains help"
Income is the engine of your retirement and finding the most tax effective and secure way of generating that income is critical to the health of that retirement plan. At Avant we focus on taking a holistic approach to retirement planning and customize each plan to the unique circumstances of our select families.
Financial Planning for Individuals
Creating a plan and working that plan is the foundation of retirement. At Avant Wealth, we specialize in co-creating those plans with our select families and then executing them on your behalf. Allowing you to focus on the retirement you've saved so diligently for.
|Mon.||8:00 AM - 5:00 PM|
|Tue.||8:00 AM - 5:00 PM|
|Wed.||8:00 AM - 5:00 PM|
|Thu.||8:00 AM - 5:00 PM|
|Fri.||8:00 AM - 5:00 PM|