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Nicholas S Allen

Investment Adviser Representative at WHITAKER-MYERS WEALTH MANAGERS, LTD.

Wooster, OHCRD #7628861Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
States Registered
3 states
Exams Passed
1

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 3 states
New HampshireOhioTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/27/2022

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $1,000,0001.00%
$1,000,000 - $3,000,0000.75%
$3,000,000 - $5,000,0000.60%
Over $5,000,0000.50%
Source

Whitaker-myers WEALTH Managers, LTD. Form ADV Part 2A (Item 5), most recent annual amendment.

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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. Nicholas S Allen 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.

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