Nick Latko, Cfp®

Nick Latko, Cfp® Email and Phone Number

Wealth Advisor at Clear Perspective Advisors @ Clear Perspective Advisors
201 N. Constitution Drive, Suite #2, Aurora,IL 60506,United States
Nick Latko, Cfp®'s Location
Aurora, Illinois, United States, United States
Nick Latko, Cfp®'s Contact Details

Nick Latko, Cfp® work email

Nick Latko, Cfp® personal email

Nick Latko, Cfp® phone numbers

About Nick Latko, Cfp®

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.

Nick Latko, Cfp®'s Current Company Details
Clear Perspective Advisors

Clear Perspective Advisors

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Wealth Advisor at Clear Perspective Advisors
201 N. Constitution Drive, Suite #2, Aurora,IL 60506,United States
Employees:
5
Nick Latko, Cfp® Work Experience Details
  • Clear Perspective Advisors
    Wealth Advisor
    Clear Perspective Advisors Jul 2011 - Present
    Based 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.
  • Old Second National Bank
    Wealth Consultant
    Old Second National Bank Apr 2002 - Jul 2011
    Aurora, Il, Us
  • Quad City Bank & Trust
    Real Estate Assistant
    Quad City Bank & Trust Aug 2001 - Mar 2002
  • Virgin Records
    Intern
    Virgin Records Apr 2001 - Aug 2001
  • Metrobank, Na
    Loan Servicing
    Metrobank, Na Sep 1996 - Mar 2001

Nick Latko, Cfp® Education Details

  • Aurora University
    Aurora University
    Sales Management
  • St. Ambrose University
    St. Ambrose University
    Business Administration
  • Depaul University
    Depaul University
  • United Township High School
    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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