Nik is a Wealth Manager and analyst for the Ford Financial Group's internal investment management team. He is responsible for the management and monitoring of client portfolios, and works with Portfolio Administrators to create comprehensive financial plans for clients. Also, as an analyst on the investment management team, Nik works to design and implement strategies in the firm's proprietary trading strategies.
Nik came to the Ford Financial Group after working for 8 years as a trader with an international trading firm. He is a graduate of the University of Illinois with a bachelors degree in Finance. His credentials include security registrations Series 7 held with LPL Financial and 66 held with LPL and Ford Financial Group, and a California Insurance License. Nik has also holds a CERTIFIED FINANCIAL PLANNER™ designation. A native of Chicago, he spends his time with his wife, two kids Claire and Tom, and his pug Charlie while rooting on the Cubs and Bears.
To hear more about Nik, listen to the podcast below! We are highlighting each advisor in our "Meet the Advisor" series, part of our FFG Financial Insights podcast.