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Private Wealth Services & Investment Advisory | Blackbridge Financial | Nic Nielsen, CFP®
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Nic Nielsen, CFP®

Blackbridge Financial

“Our clients know that they will receive honest answers to their questions and that we will provide clear communication on all next steps.”

Nic Nielsen, CFP®

Check the background of this investment professional

Phone: (855) 6-BRIDGE x24

Email: nnielsen@nullbbridgefin.com

 

Address:

11525 N. Community House Rd., Suite 575
Charlotte, NC 28277

Nic Nielsen, CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner

Nic takes extraordinary pride in providing clients with a financial plan that prepares them for the future.  With more than 13 years of industry experience, he enjoys educating his clients and helping to reduce their financial anxiety through investment, insurance, and college planning as well as an ongoing financial planning relationship. Nic understands the nuances of serving business owners and physicians and demonstrates proficiency in these areas. As part of the Walters-Nielsen Group of Blackbridge Financial, Nic partners with Jeff Walters to provide clients with a team approach to planning.

 

Originally from Indiana, Nic has been a Charlotte resident since 2012. Outside of the office, Nic enjoys spending time with his wife and two young children, attending church, watching sports and working out.

Affiliations

Forest Hill Church, Waxhaw

Most Recent Passport Stamp

South Korea- where we have adopted our two children; son, Nehemiah and daughter, Noelani.

Education

University of Saint Francis, Fort Wayne, IN; Bachelor’s in Business Administration

Series 6

Investment Company/Variable Contracts Products Limited Representative

Held with LPL Financial

Series 7

General Securities Registered Representative

Held with LPL Financial

Series 63

Uniform Securities State Agent

Held with LPL Financial

Series 65

Uniform Investment Adviser

Held with Independent Advisor Alliance

CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner

Securities Registration States:

IL, MO, NC, NM, NY, SC, TX

Insurance Registration States:

IL, MO, NC, NM, NY, SC, TX

Transparency. Integrity. Service. Dedicated to Connecting You with Your Future.