Advisor at Equitable 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
Equitable Advisors
Location
Cle Elum, WA
Credentials
Series 63, Series 66
Industry experience
5 years
Nickolas Rudholm is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Hanson Consulting Group and Rullins Home Buyers, LLC. He also has experience outside finance, including positions at The Onion Bar & Grill and Perkins Restaurant & Bakery. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.
Based on Equitable Advisors
$0+: 0.20% to 2.50% annually (varies by program and asset level; see product-specific minimum and maximum fees) $0+: Financial planning fixed fees: $250 - $25,000 for new plans; $250 - $12,500 for reviews $0+: Financial planning hourly fees: $100 - $400 per hour
Variable life and annuity sales commissions and renewal commissions are received in brokerage capacity, not advisory fees.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees may range from $250 to $25,000 for new clients; follow-on plan review fees generally range from $250 to $12,500; hourly fees generally range from $100 to $400 per hour. Fee-only: Fee-based financial planning services are offered, including fixed and hourly fees as noted above.
Cle Elum, WA
Texas · Washington
Equitable Advisors,LLC
2020 - Present (6 years)
Hanson Consulting Group
2019 - 2019 (1 year)
Rullins Home Buyers, LLC
2019 - 2020 (1 year)
Loren Lo
2017 - 2018 (1 year)
The Onion Bar & Grill
2017 - 2018 (1 year)
Perkins Restaurant & Bakery
2016 - 2017 (1 year)
Gonzaga University
2016 - 2020 (4 years)
OKI GOLF
2014 - 2018 (4 years)
Newport High School
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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.
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.
Series 63, Series 65
Cle Elum, WA
Sound Financial Advisors, Inc.
Series 63, Series 65, Series 66
Cle Elum, WA
Potomac
Series 63, Series 65
Cle Elum, WA
OSAIC
Series 63, Series 66
Cle Elum, WA
LPL Financial
Series 63, Series 65
Cle Elum, WA
STIFEL
Series 66
Liberty, WA
Merrill
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