Kaitlin Nicholis

Financial Planning Analyst at Aurum Wealth Management - Richmond Heights, OH, US

Kaitlin Nicholis's Colleagues at Aurum Wealth Management
Alynne Zielinski

Manager, Financial Planning

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Jim Butler

Managing Director, Partner

Contact Jim Butler

Melissa Metzger

Director, Client Services

Contact Melissa Metzger

Bob Coode

Managing Director and Patner

Contact Bob Coode

Leeann Schultz

Chief Compliance Officer

Contact Leeann Schultz

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Kaitlin Nicholis's Contact Details
HQ
440-605-1900
Location
New York,New York,United States
Company
Aurum Wealth Management
Kaitlin Nicholis's Company Details
Aurum Wealth Management logo, Aurum Wealth Management contact details

Aurum Wealth Management

Richmond Heights, OH, US • 20 - 49 Employees
Financial Services

At Marcum Wealth, our mission is to provide you with the resources, expertise and technology to help you become an effective CEO of your money.As your one-stop team of advisors for your financial answers, we provide the multidisciplined resources, the customized roadmap and the time-tested financial planning and investment management processes to empower you in reaching your life-long and legacy goals. Affiliated with the Marcum Group, we collaborate with experts in complementary disciplines to strategically support you in confidently crossing your financial finish lines.

401(K) Plans 3(38) Investment Manager Fiduciary Personal Wealth Management Asset Allocation Modeling Alternative Investments Money Manager Due Diligence Global Financial Market Research Financial Services Financial Advisory Services
Details about Aurum Wealth Management
Frequently Asked Questions about Kaitlin Nicholis
Kaitlin Nicholis currently works for Marcum Wealth.
Kaitlin Nicholis's role at Marcum Wealth is Financial Planning Analyst.
Kaitlin Nicholis's email address is ***@marcumwealth.com. To view Kaitlin Nicholis's full email address, please signup to ConnectPlex.
Kaitlin Nicholis works in the Financial Services industry.
Kaitlin Nicholis's colleagues at Aurum Wealth Management are Alynne Zielinski, Jim Butler, Nikea Stathopoulos, Melissa Metzger, Bob Coode, Kenneth Cfp, Leeann Schultz and others.
Kaitlin Nicholis's phone number is 440-605-1900
See more information about Kaitlin Nicholis