user avatar

Nicholas Adam Abelow

Advisor at LPL Financial — South Lake Tahoe, CA Harrison Ave.

Updated today

Credentials

Series 66

Experience

19 years

Location

South Lake Tahoe, CA 96150

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,462 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Nicholas Abelow is a financial advisor with LPL Financial in South Lake Tahoe, CA, holding the Series 66 designation and bringing 19 years of industry experience. He has worked at LPL Financial since 2015 and previously held positions at Ameriprise and Osaic FA, Inc. Outside of his advisory role, he is employed part-time as a driver/chauffeur at Lake Tahoe Sports Medicine. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by a broad platform of technological tools and a network of more than 22,800 advisors.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

South Lake Tahoe, CA Harrison Ave.

3079 Harrison Ave., Suite 26

South Lake Tahoe CA 96150

Advisors at this office

1

Most active in

California · Nevada

Work history

19 years of industry experience

LPL Financial, llc

2015 - Present • 11 years

South Lake Tahoe, CA

Ameriprise

2012 - 2014 • 2 years

Carson City, NV

Osaic FA, Inc.

2010 - 2010 • 1 year

San Ramon, CA

Ameriprise

2009 - 2009 • 1 year

Pleasanton, CA

Ameriprise

2006 - 2009 • 3 years

Walnut Creek, CA

Ameriprise

2004 - 2006 • 2 years

Walnut Creek, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Henry M

Series 63, Series 65

Gardnerville, NV

Heinz Global Asset Management, Inc.

Henry Molloy is a financial advisor with Heinz Global Asset Management, Inc. in Gardnerville, NV, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Heinz Global Asset Management since 2010. Molloy is also the CEO of Wolf Promotions, an art gallery and promotion company, though the business is currently dormant. Heinz Global Asset Management provides discretionary asset management services to high-net-worth individuals, institutions, and endowments, offering tailored portfolios that include a variety of securities. The firm emphasizes regular account supervision and individualized investment strategies combining fundamental and technical analysis.

Active portfolio management
user avatar

Alexander H

CFP®, Series 65

Zephyr Cove, NV

La Loma Capital

Alexander Henderson is a CFP® with six years of experience in the financial industry. He is the sole advisor at La Loma Capital, an independent firm based in Zephyr Cove, NV. Henderson has been self-employed since 2008. La Loma Capital is a boutique asset manager serving primarily high-net-worth individuals and trusts with discretionary portfolio management. The firm employs a global macro investment strategy that combines fundamental and technical analysis to create diversified, multi-asset portfolios, often utilizing index exposures along with long and short positions.

Active portfolio management
user avatar

Joshua S

CFP®, Series 66

Zephyr Cove, NV

Wealth in Yourself LLC

Joshua St. Laurent is a CFP® professional with 10 years of industry experience, currently serving at Wealth in Yourself LLC. He has previously worked at Fidelity Investments and Strategic Advisers LLC, and also holds a teaching position as an adjunct professor at Golden Gate University, where he facilitates finance and financial life planning courses. Wealth in Yourself LLC provides financial planning and portfolio management primarily for individual clients, focusing on long-term investing with a disciplined, model-based approach that utilizes index funds, ETFs, equities, REITs, and inflation-protected bonds. The firm offers ongoing and discrete planning services, operates with a small client base, and employs a fee structure based on flat fees rather than asset percentages.

College savings (529s, UTMA, etc.) Life insurance needs analysis Retirement income strategy Debt management Wealth management
user avatar

Kim N

Series 63, Series 66

Gardnerville, NV

Artience Capital Management, LLC

Kim Nordmo is the principal advisor at Artience Capital Management, LLC, an independent firm based in Gardnerville, NV. He holds Series 63 and Series 66 designations and has 29 years of industry experience. Nordmo has led Artience Capital Management since its founding in 2009. Artience Capital Management provides discretionary portfolio wealth management, sub-advisory services, and financial planning with an emphasis on real estate-related planning. The firm serves individual investors as well as institutional and business clients, focusing on asset allocation and diversification through fundamental analysis and the use of independent sub-advisers.

Wealth management
user avatar

Alexander K

Series 65

Glenbrook, NV

Kaitz Investments Inc.

Alexander Kaitz is the principal of Kaitz Investments Inc. in Glenbrook, NV, holding a Series 65 designation with 13 years of industry experience. He has led Kaitz Investments since 2011. Outside of his advisory role, he provides consulting services in apartment management and related technical and economic matters for a property management business. Kaitz Investments is an independent firm managing approximately $12.2 million in discretionary assets for individual investors, trusts, estates, and some corporate clients. The firm employs a long-term, value-oriented equity strategy based on fundamental analysis, utilizing a range of securities including equities, ETFs, REITs, options, and partnership interests, with portfolio construction tailored to client objectives.

Active portfolio management Options & derivatives strategies Real estate investing
user avatar

Hunter H

CFP®, CFA®

Zephyr Cove, NV

Alpine Asset Management

Hunter Harris is a CFP® and CFA® with 10 years of industry experience. He is the principal of Alpine Asset Management, an independent advisory firm he has been with since 2015, and previously worked at Granite Funding Inc. from 2017 to 2018. In addition to his advisory role, Harris operates Hunter Harris Accounting and Tax, a separate sole proprietorship providing accounting and tax return preparation services. Alpine Asset Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, offering investment management and personalized financial planning. The firm uses a combination of passive and active strategies, tailoring portfolio construction to clients’ objectives, risk tolerance, and time horizon, and is notable for working with pension plans and employing fixed, flat advisory fees.

Tax-loss harvesting College savings (529s, UTMA, etc.) General tax planning
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")