Nicholas Randall is the President of Randall Wealth Advisors, LLC. A local Registered Investment Advisory practice based in Omaha, NE. Randall Wealth Advisors, LLC is a fee only practice that takes the responsibility of being a fiduciary seriously. Nicholas is a graduate of the University of Nebraska-Lincoln. He has over 22 years experience in Insurance and Financial Services. He helps a variety of clients in the areas of financial planning, retirement planning, social security claiming strategies and wealth planning. Nicholas also helps individuals with risk planning as well by looking at the whole financial picture, not just investments, but by addressing health care needs, long term care need and helping clients prepare for the unexpected.
Randall Wealth Advisors is a fee-only wealth management firm. We are fiducaries and must put your needs before our own. Our firm incepeted in 2015, but we have over 22 years experience in financial services. We customize portfolios to our client's specific needs, which allows us to provide a moe nimble approach to the market, expecially in times of volatility. We are also holistic advisors in the sense that we also look at the risks that can derail your retirement. An understanding of risks is paramount to this approach as our advisors will typically spend a considerable time getting to know you and your unique situation prior to enacting a plan or recommendations.
General Information |
| Firm Start Year: | 2015 | |
| No. of Employees: | 2-4 | |
| Insurance License#: | 7017182 |
| Name of Broker/Dealer: | n/a |
| Name of Custodial Firm: | TD Ameritrade |
| States Licensed in: | NE, IA, KS, TX |
| Number of Years with Current Firm: | 7 |
| Work Experience: | Nicholas Randall has been the President and owner of Randall Wealth Advisors, LLC since 2015. He was previously with a broker/dealer in 2012. Nicholas currently holds the Series 65, which is the Uniform Investment Adviser Law Exam. Nicholas is also insurance licensed and holds the following licenses: Life/Health/Annuity/Long Term Care and Property/Casualty. Nicholas is licensed to sell in the following states: NE, IA, KS, TX |
| Work with the following types of clients: | Non-Profit Organizations, Businesses, Individual Investors |
| Advisory Services Provided: | Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting |
Services |
| Investment Types: | Exchange Traded Funds (ETFs), Stocks, Bonds, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Home, Our Office, Phone, Email, Your Office, Video Conference, Our Offices |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Long Term Care, HMO, Life, Health, Annuity, Accident, Casualty, Property, Disability |
Firm Information |
| Firm's Number of Clients: | 50 |
| Firm's Number of Planning Clients: | 50 |
| Firm's Number of Managed Clients: | 50 |
| Assets Managed by Firm: | over $10,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $10,000 |
| Compensation Methods: | Based on Assets |
| Fee % Based on Assets: | 1% |
| Minimum Fee Charged for Managed Accounts: | $200 |
| Minimum Fee Charged for Hourly Planning Accounts: | $0 |
Education |
| Bachelors Degree - Psychology | University of Nebraska
- Lincoln, NE 08/01/1996-12/01/2000 |
| Minor - Mathematics | Collin County Community College
- Plano, TX 09/01/2002-05/01/2003 |
Disclosures |
| https://randallwa.com/ |
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Additional Detailed Disclosures |
Disclaimer |
| The content within Randall Wealth Advisors, LLC is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security or insurance product. Randall Wealth Advisors is a state-based Registered Investment Adviser (NE, IA, KS). Advisory services are only offered to clients or prospective clients where RWA and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by RWA unless a client service agreement is in place. Any communications with prospective clients residing in states or international jurisdictions where RWA and its representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
| Mon. | 8:00 AM - 5:00 PM |
| Tue. | 8:00 AM - 5:00 PM |
| Thu. | 8:00 AM - 5:00 PM |
| Fri. | 8:00 AM - 3:00 PM |
| Omaha, Lincoln and the surrounding areas |
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