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Curtis Nilsen

Investment Adviser Representative at Hohimer Wealth Management, LLC

Seattle, WACRD #7567735Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Curtis Nilsen is an investment adviser representative with Hohimer Wealth Management, LLC in Seattle, WA, where they have been registered since 2025. They have worked in the securities industry since 2022 and were previously registered with Mutual of America Securities LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Washington.

Office

One Union Square, 600 University Street, Suite 2401
Seattle, WA 98101

Advisors at this office: 11

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/10/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 7/22/2022
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/22/2022
SIE
Securities Industry Essentials Examination
Passed 2/16/2021

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Hohimer Wealth Management, LLCCurrent
5/1/2025 – Seattle, WA
Mutual OF America Securities LLC
6/22/2022 – 12/20/2024Kirkland, WA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. College Works Painting
    Dec 2015 – Dec 2016Seattle, WA
  2. The Sherwin-Williams Company
    Jul 2019 – Jul 2020Seattle, WA
  3. MassMutual Northwest
    Nov 2020 – Apr 2021Seattle, WA
  4. Blue Nile INC
    Jun 2021 – May 2022Bellevue, WA
  5. Mutual of America
    Jun 2022 – Jan 2025Kirkland, WA
  6. Full Time Student
    Jan 2012 – Jun 2019Seattle, WA
  7. Unemployed
    Jul 2020 – Nov 2020Seattle, WA
  8. Hohimer Wealth Management
    Apr 2025 – no end date reportedSeattle, WA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Hohimer Wealth Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Performance-based fees
Firm account minimum
$1,000,000 (waivable)
Firm's annual rate schedule by assets
  • First $2,000,0001.50%
  • $2,000,000.01 – $5,000,0001.00%
  • $5,000,000.01 – $10,000,0000.75%
  • $10,000,000.01 – $25,000,0000.60%

+3 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
13
Offices listed on AdvisorFinder:
2
Main office:
Seattle, WA
SEC file number:
801-114746

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 24, 2026

View full firm profile

Other advisors at Hohimer Wealth Management, LLC

12 other advisors in the directory

View Hohimer Wealth Management, LLC firm profile

Similar advisors in Seattle, WA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Curtis Nilsen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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