Nikolai Matthew Papa
Investment Adviser Representative at Osaic Wealth, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Nikolai Matthew Papa is an investment adviser representative with Osaic Wealth, Inc. in San Ramon, CA, where they have been registered since 2024. They have worked in the securities industry since 2010 and have been registered with 5 firms, including Woodbury Financial Services, Inc. and Securian Financial Services, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California and Texas.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Texas
- Broker:
12 states and territories
Arizona, California, Colorado, Idaho, Michigan, Nevada, New Hampshire, New York, North Carolina, Oregon, Texas, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Securian Fianacial Services Inc.Feb 2015 – Jun 2019St. Paul, MN
- Minnesota LIFEFeb 2015 – Jun 2019St. Paul, MN
- SGC FinancialFeb 2015 – Jun 2019San Mateo, CA
- Woodbury Financial Services IncJun 2019 – Jan 2024San Ramon, CA
- Osaic Wealth, Inc.Jan 2024 – Jul 2026San Ramon, CA
- Cetera Investment Advisers LLCJul 2026 – no end date reportedSchaumburg, IL
- Cetera Advisors LLCJul 2026 – no end date reportedSt Cloud, MN
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Osaic Wealth, Inc.
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
- Firm account minimum
- $5,500 (waivable)
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
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8,271
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Scottsdale, AZ
- SEC file number:
- 801-54859
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 29, 2026
View full firm profileOther advisors at Osaic Wealth, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nikolai Matthew Papa 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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