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Nick Kvamme

Senior Vice President, Financial Advisor

CFP®

Office Information


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Nicholas’s Locations

2351 Connecticut Ave Ste 310
Sartell, MN 56377
(320) 253-1828
303 22nd Ave W Ste 200
Alexandria, MN 56308
(320) 253-1828
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About Nicholas

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 9-year recipient (2017-2025) 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.

*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, 2023, 2024 or 2025 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. Awarded 12/01/2023 for the period 03/13/2023 -09/29/2023. Awarded on 11/1/2024 for the period of 3/13/24 - 10/29/24.

Education

  • B.S. Finance, St. Cloud State University

Additional licenses and designations

  • Insurance License

Awards & Recognition

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2024

Five Star Wealth Manager (2024) – Twin Cities

Five Star Professional

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 2024 FIVE STAR Wealth Managers. Awarded 12/01/2023 for the period 03/13/2023 -09/29/2023.

2023

Five Star Wealth Manager (2023) – Twin Cities

Five Star Professional

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 2023 FIVE STAR Wealth Managers. Awarded 12/01/22 for the period of 3/14/22 - 10/18/22.

2022

Five Star Wealth Manager (2022) – Twin Cities

Five Star Professional

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 2022 FIVE STAR Wealth Managers. Awarded 12/01/21 for the period of 3/29/21 - 10/08/21.

2021

Five Star Wealth Manager (2021) – Twin Cities

Five Star Professional

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 2021 FIVE STAR Wealth Managers. Awarded 12/01/20 for the period of 3/30/20 - 10/23/20.

2020

Five Star Wealth Manager (2020) – Twin Cities

Five Star Professional

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 2020 FIVE STAR Wealth Managers. Awarded 12/01/19 for the period of 3/01/19 - 10/25/19.

2019

Five Star Wealth Manager (2019) – Twin Cities

Five Star Professional

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 2019 FIVE STAR Wealth Managers. Awarded 12/01/18 for the period of 3/23/18 - 10/23/18.

  1. 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 2024 FIVE STAR Wealth Managers. Awarded 12/01/2023 for the period 03/13/2023 -09/29/2023.
  2. 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 2023 FIVE STAR Wealth Managers. Awarded 12/01/22 for the period of 3/14/22 - 10/18/22.
  3. 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 2022 FIVE STAR Wealth Managers. Awarded 12/01/21 for the period of 3/29/21 - 10/08/21.
  4. 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 2021 FIVE STAR Wealth Managers. Awarded 12/01/20 for the period of 3/30/20 - 10/23/20.
  5. 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 2020 FIVE STAR Wealth Managers. Awarded 12/01/19 for the period of 3/01/19 - 10/25/19.
  6. 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 2019 FIVE STAR Wealth Managers. Awarded 12/01/18 for the period of 3/23/18 - 10/23/18.

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Why Wealth Enhancement

One coordinated team, built around your plan

Our advisory teams work best with households that have $500,000 or more in investable assets.

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(Weekdays 8am–6pm Central)

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