Nicole Kristine Szakos is an investment adviser representative (IAR) with state registration records since 2020, appearing at 3 firms. Currently registered with CWM, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CWM, LLC | 2025-06-02 | present | Yes |
| ADVICE & PLANNING SERVICES LLC | 2024-08-18 | 2025-03-17 | — |
| CWM, LLC | 2024-02-26 | 2024-07-22 | — |
| THRIVENT INVESTMENT MANAGEMENT INC. | 2020-05-11 | 2024-02-27 | — |