Advisor at Verus Capital Partners, LLC
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Firm
Verus Capital Partners, LLC
Location
Poteau, OK 74953
Credentials
CFP®, PFS™, Series 63
Industry experience
8 years
Nickolas Wann is a CFP® and PFS™ credentialed advisor with eight years of industry experience. He currently works at Verus Capital Partners, LLC and LPL Financial, LLC, and has prior experience at Avantax Insurance Agency and Wells & Co., CPA PC. Outside of his advisory roles, he serves as a pastor at various churches and manages The Wannderosa Ranch, LLC. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation, offering customized portfolios aligned with clients’ objectives, risk tolerance, and tax considerations.
Based on Verus Capital Partners, LLC
Based on Verus Capital Partners, LLC
Fixed fees for financial planning up to $5,000; consultation fixed fees $500 to $5,000, negotiable
$0 - $1,000,000: 2.50% $1,000,001 - $5,000,000: 1.50% $5,000,001 - $25,000,000: 1.00% $25,000,001+: 0.50%
IARs may receive commissions from selling insurance and securities products separately; commissions may offset advisory fees
Investment Advisor Representative: $500/hour; Para-planner: $100/hour; Administrative Support: $50/hour
Account minimum: $250,000 Minimum fee: Fixed financial planning fee will not exceed $5,000 Fee-only: Financial planning fees charged as fixed fee (up to $5,000) or hourly rate; consultation fees charged hourly (up to $500/hour) or fixed fee ($500 to $5,000); ongoing consultations charged fixed fee generally not less than $5,000 annually, up to $15,000 annually
603 N Broadway
Poteau, OK 74953
Arkansas · Oklahoma
Verus Capital Partners, LLC
2021 - Present (5 years)
LPL Financial, LLC
2021 - Present (5 years)
Reserve National Insurance Company
2019 - Present (7 years)
Wells, Wann & Company, CPA, P.C.
2019 - Present (7 years)
Avantax Insurance Agency, LLC
2018 - 2021 (3 years)
Avantax Investment Services, Inc.
2017 - 2021 (4 years)
Wells & Co., CPA PC
2017 - 2018 (1 year)
Brian Roberts CPA PC
2015 - 2017 (2 years)
Wann Ranch
2006 - 2024 (18 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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 66
Poteau, OK
Verus Capital Partners, LLC
Series 65
Poteau, OK
Verus Capital Partners, LLC
Series 66
Fort Smith, AR
Edward Jones
Series 63, Series 65
Poteau, OK
Primerica Advisors
Series 63, Series 66
Howe, OK
Fidelity
Series 63, Series 65
Poteau, OK
Edward Jones
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