Advisor at Daleiden Wealth Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Daleiden Wealth Advisors
Location
Mchenry, IL
Credentials
Series 63, Series 65
Industry experience
38 years
Nicholas Daleiden is the sole advisor at Daleiden Wealth Advisors in McHenry, IL, holding Series 63 and Series 65 licenses with 38 years of industry experience. He previously worked at Nations Financial Group, Inc. for 11 years before establishing his own practice. In addition to advisory services, he is involved in fixed insurance sales as an insurance agent. Daleiden Wealth Advisors provides discretionary and non-discretionary asset management and financial planning to individual clients, including high-net-worth individuals. The firm employs a range of investment strategies tailored to client goals and risk tolerances, and routinely uses third-party sub-advisors while maintaining client relationship oversight.
Based on Daleiden Wealth Advisors
1% annually, negotiable
Mchenry, IL
Illinois
Nicholas Daleiden, Sole Proprietor
2022 - Present (4 years)
Daleiden, Nicholas James, Sole Proprietor dba Daleiden Wealth Ad
2022 - Present (4 years)
Nations Financial Group, Inc.
2011 - 2022 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®
Barrington, IL
Maple Street Capital Advisors, LLC
CFP®
Barrington, IL
Retirement Matters, Inc.
CFP®, Series 65
Barrington, IL
Balance Financial Services, Inc.
CFP®, Series 63
Lake Barrington, IL
Timothy J McDonald CPA CFP
CFP®, Series 63
Long Grove, IL
Long Run Investment Management, LLC
Series 63, Series 65
North Barrington, IL
Wellspring Capital Group, Ltd.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")