Nick Brait, Cfp® Cka® Acc

Nick Brait, Cfp® Cka® Acc Email and Phone Number

Partner Emeritus @ SAGE Private Wealth Group
oakbrook terrace, illinois, united states
Nick Brait, Cfp® Cka® Acc's Location
Greater Chicago Area, United States
Nick Brait, Cfp® Cka® Acc's Contact Details

Nick Brait, Cfp® Cka® Acc work email

Nick Brait, Cfp® Cka® Acc personal email

n/a

Nick Brait, Cfp® Cka® Acc phone numbers

About Nick Brait, Cfp® Cka® Acc

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

Nick Brait, Cfp® Cka® Acc's Current Company Details
SAGE Private Wealth Group

Sage Private Wealth Group

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Partner Emeritus
oakbrook terrace, illinois, united states
Website:
sageprivatewealth.com
Employees:
14
Nick Brait, Cfp® Cka® Acc Work Experience Details
  • Sage Private Wealth Group
    Managing Director And Partner
    Sage Private Wealth Group Sep 2013 - Present
    Oakbrook Terrace - Chicago - Park Ridge - St. Charles, Il
    As Managing Director, I oversee the day-to-day operations of our Park Ridge office and serve as the lead advisor on those client relationships. As a CERTIFIED FINANCIAL PLANNER™ practitioner, I am responsible for providing our Comprehensive Financial Planning Service that my team has developed.Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and SAGE Private Wealth Group. SAGE Private Wealth Group is not a registered broker/dealer and is independent of Raymond James Financial Services. For important disclosure information, please see “Social Media Disclosure” link in the “Contact and Personal Info” section.
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  • Sage Private Wealth Group
    Wealth Advisor, Rjfs
    Sage Private Wealth Group Mar 1999 - Present
    Oakbrook Terrace - Chicago - Park Ridge - St. Charles, Il
    Help affluent clients and organizations with the management of their wealth and financial resources. This includes investment consulting, advanced planning (taxes, estate planning, charitable giving), reserve management and relationship management.Specialties: Wealth Management; Retirement Planning; Business Planning; Insurance Planning; Charitable Giving; Legacy Planning; Public SpeakingSecurities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC out of St. Petersburg, FLFor important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.
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  • Edward Jones
    Financial Advisor
    Edward Jones Jul 1982 - Feb 1999
    View

Nick Brait, Cfp® Cka® Acc Skills

Estate Planning Insurance Planning Wealth Transfer Planning Public Speaking Long Term Care Comprehensive Wealth Management Financial Services Financial Planning Operations Succession Planning

Nick Brait, Cfp® Cka® Acc Education Details

Frequently Asked Questions about Nick Brait, Cfp® Cka® Acc

What company does Nick Brait, Cfp® Cka® Acc work for?

Nick Brait, Cfp® Cka® Acc works for Sage Private Wealth Group

What is Nick Brait, Cfp® Cka® Acc's role at the current company?

Nick Brait, Cfp® Cka® Acc's current role is Partner Emeritus.

What is Nick Brait, Cfp® Cka® Acc's email address?

Nick Brait, Cfp® Cka® Acc's email address is ck****@****age.com

What is Nick Brait, Cfp® Cka® Acc's direct phone number?

Nick Brait, Cfp® Cka® Acc's direct phone number is (630) 933*****

What schools did Nick Brait, Cfp® Cka® Acc attend?

Nick Brait, Cfp® Cka® Acc attended Northwestern University.

What skills is Nick Brait, Cfp® Cka® Acc known for?

Nick Brait, Cfp® Cka® Acc has skills like Estate Planning, Insurance Planning, Wealth Transfer Planning, Public Speaking, Long Term Care, Comprehensive Wealth Management, Financial Services, Financial Planning, Operations, Succession Planning.

Who are Nick Brait, Cfp® Cka® Acc's colleagues?

Nick Brait, Cfp® Cka® Acc's colleagues are Addison Joiner, Christina Castrejon Cfp®, Gabe Youel, Tiffany Austin, Khaled Taha, Kaitlyn Hlavac, Noha E..

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