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Nicklaus Areddy

Advisor at Diversified, LLC

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Diversified, LLC logo

Firm

Diversified, LLC

Location

Ann Arbor, MI 48104

Credentials

CFP®, Series 65

Industry experience

12 years

About

Nicklaus Areddy is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Diversified, LLC. He previously worked for Pollock Investment Advisors LLC for 13 years. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm offers multi-tiered financial planning, portfolio management, retirement plan advisory, and access to third-party managers and platforms, tailoring strategies to clients’ objectives and risk tolerances.

Client services

Based on Diversified, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Diversified, LLC

College savings (529s, UTMA, etc.) Social Security optimization

Occupation focus

Based on Diversified, LLC

Founder/Business Owner Retired

Demographic focus

Based on Diversified, LLC

Mid-Career Professionals Approaching retirement

Fee options

Fixed

Fees for Elite bundle services specified in the Elite Services Agreement; may be flat fee, percentage of AUM, or combination.

Percentage

$0+: Up to 1.95% annually (typical maximum asset management fee) $0+: Up to 1.5% annually for retirement plan advisory services $0+: Up to 0.50% annually for financial institution consulting services based on assets under advisement

Commissions

Some Associates receive commissions for securities and insurance sales; commissions are separate and do not offset advisory fees.

Project-based

Hourly fees for financial consulting services ranging from $250 to $500 per hour.

Other

Account minimum: $500 Minimum fee: Minimum initial financial planning fee of $500, which may be waived or reduced at Diversified's sole discretion. Fee-only: Financial consulting services charged on an hourly basis ranging from $250 to $500 per hour.

Location

412 East Huron

Ann Arbor, MI 48104

Most active in

Michigan

Work history

DIVERSIFIED ENTERPRISES, LLC dba DIVERSIFIED,LLC

2026 - Present (1 year)

Pollock Investment Advisors LLC

2013 - 2026 (13 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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