Nick Latko, Cfp® Email and Phone Number
Nick Latko, Cfp® work email
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Nick Latko, Cfp® personal email
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Nick Latko, Cfp® phone numbers
Nick has over 25 years of financial services experience. He has a diverse background in financial planning and client relationship management. Nick is originally from East Moline, IL. He started his career with Metrobank. Prior to joining Clear Perspective Advisors in July 2011, Nick worked for Old Second Wealth Management as a Wealth Consultant for 9 years. Nick earned his bachelor’s degree from St. Ambrose University and his MBA from Aurora University.
Clear Perspective Advisors
View- Website:
- clearperspectiveadvisors.com
- Employees:
- 5
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Wealth AdvisorClear Perspective Advisors Jul 2011 - PresentBased in Aurora and St. Charles, Illinois, Clear Perspective Advisors is an SEC-registered investment adviser (RIA) that provides individual and institutional clients with comprehensive financial planning strategies, investment advice, asset allocation and portfolio construction recommendations. Our Founding Partners have decades of investment experience and more than ten years experience working closely together delivering results to clients. Our independence provides a Clear Perspective on all the investment options available in the marketplace. We strive to understand our clients’ current financial circumstances, investment objectives, required income, risk tolerance, and return expectations. We then customize a plan that is tailored to meet those specific needs. Our boutique-style approach provides you with personal, well-researched access to nearly every financial service, investment strategy, and product available.Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC member FINRA/SIPC. -
Wealth ConsultantOld Second National Bank Apr 2002 - Jul 2011Aurora, Il, Us -
Real Estate AssistantQuad City Bank & Trust Aug 2001 - Mar 2002
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InternVirgin Records Apr 2001 - Aug 2001
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Loan ServicingMetrobank, Na Sep 1996 - Mar 2001
Nick Latko, Cfp® Education Details
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Aurora UniversitySales Management -
St. Ambrose UniversityBusiness Administration -
Depaul University -
United Township High School
Frequently Asked Questions about Nick Latko, Cfp®
What company does Nick Latko, Cfp® work for?
Nick Latko, Cfp® works for Clear Perspective Advisors
What is Nick Latko, Cfp®'s role at the current company?
Nick Latko, Cfp®'s current role is Wealth Advisor at Clear Perspective Advisors.
What is Nick Latko, Cfp®'s email address?
Nick Latko, Cfp®'s email address is ni****@****ail.com
What is Nick Latko, Cfp®'s direct phone number?
Nick Latko, Cfp®'s direct phone number is +163078*****
What schools did Nick Latko, Cfp® attend?
Nick Latko, Cfp® attended Aurora University, St. Ambrose University, Depaul University, United Township High School.
What are some of Nick Latko, Cfp®'s interests?
Nick Latko, Cfp® has interest in Children, Health.
Who are Nick Latko, Cfp®'s colleagues?
Nick Latko, Cfp®'s colleagues are Dayle Malone, Cfa, Stewart Beach, Cfa Cfp®.
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