Nick Kvamme
Senior Vice President, Financial Advisor
CFP®
Contact Nicholas
Team Office
Nicholas’s Locations
Sartell, MN 56377 (320) 253-1828
Alexandria, MN 56308 (320) 253-1828
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
View All2024
Five Star Wealth Manager (2024) – Twin Cities
Five Star Professional
2023
Five Star Wealth Manager (2023) – Twin Cities
Five Star Professional
2022
Five Star Wealth Manager (2022) – Twin Cities
Five Star Professional
2021
Five Star Wealth Manager (2021) – Twin Cities
Five Star Professional
2020
Five Star Wealth Manager (2020) – Twin Cities
Five Star Professional
2019
Five Star Wealth Manager (2019) – Twin Cities
Five Star Professional
What we’re thinking about
Using Life Insurance Riders to Pay for Long-Term Care
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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