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Nicholas Nachbur

Advisor at OSAIC

Updated today

Location

Spearfish, SD

Credentials

Series 66

Industry experience

25 years

About

Nicholas Nachbur is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and American Portfolios Financial Services, Inc. Outside of his advisory role, he is a partner in LA DOLCE VITA LLC, a business involved in occasional home rentals. OSAIC is a large investment advisory and broker-dealer firm serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a broad range of services and investment options through a nationwide network of financial advisers.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities

Occupation focus

Based on OSAIC

Founder/Business Owner Executive Retired

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth individuals; Non-Discretionary Investment Advisory Services fixed fees from $500 to $15,000; Retirement Plan Consulting Services fixed fees from $1,000 to $100,000.

Percentage

$0 - $5,500: Negotiable, varies by Advisory Representative and program $5,500 - $10,000: Negotiable, varies by Advisory Representative and program $10,000+: Negotiable, varies by Advisory Representative and program

Commissions

Advisory Representatives may receive commissions as registered representatives or insurance agents for securities or insurance product sales outside advisory accounts.

Project-based

$0 - $750 per hour for financial planning and consulting services, Non-Discretionary Investment Advisory Services, and Retirement Plan Consulting Services.

Other

Account minimum: $5,500 to $10,000 depending on program Fee-only: Advisory fees negotiated individually by Advisory Representatives; often asset-based fees with wrap or non-wrap structures; fees can be up to 3% annually for Plan Participant Retirement Program; fee schedules vary by program and Advisory Representative.

Location

Spearfish, SD

Most active in

Florida · Oregon · South Dakota

Work history

OSAIC

2025 - Present (1 year)

Ameriprise

2020 - 2025 (5 years)

Ameriprise Financial Services Inc

2017 - 2020 (3 years)

American Portfolios Financial Services, Inc.

2009 - 2017 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Spearfish, SD

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Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Ryan A

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Emily R

Series 66

Spearfish, SD

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Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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