About

As a CERTIFIED FINANCIAL PLANNER™ professional, with more than 20 years of experience in the financial services industry, Nick’s primary focus is to develop comprehensive strategies that educate and guide our clients’ financial decisions, helping them to work towards both short-and long-term financial success. He is a 7-year recipient (2017-2023) of the “FIVE STAR Wealth Manager” as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.* Nick is a graduate of St. Cloud State University and holds a bachelor’s degree in Finance. During his free time he enjoys golfing, fishing, traveling, and spending time with friends and family.

Advisory registration held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.

*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017, 2018, 2019, 2020, 2021, 2022 or 2023 FIVE STAR Wealth Managers. Awarded 11/01/16 for the period of 2/25/16 - 10/14/16. Awarded 12/01/17 for the period of 2/23/17 - 10/13/17. Awarded 12/01/18 for the period of 3/23/18 - 10/23/18. Awarded 12/01/19 for the period of 3/01/19 - 10/25/19. Awarded 12/01/20 for the period of 3/30/20 - 10/23/20. Awarded 12/01/21 for the period of 3/29/21 - 10/08/21. Awarded 12/01/22 for the period of 3/14/22 - 10/18/22.

Education

  • BF, St. Cloud State University

Additional licenses and designations

  • Insurance License

Articles by topic

Blog

If you're thinking about buying a standalone long-term care (LTC) insurance policy, you might have another option. An increasing number of states are permitting the sale of long-term care hybrid products that allow you to obtain LTC coverage with a special rider added on to your life insurance policy.
Nick Kvamme CFP®

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