user avatar

Nicholas P Nachbur

Advisor at OSAIC — Spearfish, SD

Updated today

Credentials

Series 66

Experience

25 years

Location

Spearfish, SD

OSAIC logo

OSAIC

Institution

Total advisors

7,833

Across 3,555 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Nicholas Nachbur is a Series 66-credentialed financial advisor at OSAIC with 25 years of industry experience. He previously worked at Ameriprise and American Portfolios Financial Services. Outside of advising, he is a partner in LA DOLCE VITA LLC, a business through which he and his wife occasionally rent homes to friends. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

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

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Spearfish, SD

Spearfish SD

Advisors at this office

1

Most active in

Florida · Oregon · South Dakota

Work history

25 years of industry experience

Osaic Wealth, Inc.

2025 - Present • 1 year

Medford, OR

Ameriprise Financial Services, LLC

2020 - 2025 • 5 years

Medford, OR

Ameriprise Financial Services Inc

2017 - 2020 • 3 years

Medford, OR

American Portfolios Financial Services, Inc.

2009 - 2017 • 8 years

Saratoga Springs, NY

Merrill

2002 - 2009 • 7 years

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

Kathleen B

Series 63, Series 66

Spearfish, SD

Hightower Advisors

Kathleen Barlow is a financial advisor at Hightower Advisors with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Journey Strategic Wealth LLC, Women’s Inspired Network, and Raymond James Financial Services. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, retirement plan consulting, and access to pooled vehicles and private funds through a model focused on manager selection and multi-manager solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

Tamara B

Series 63, Series 65

Spearfish, SD

Eagle Strategies (NY Life)

Tamara Burke is a financial advisor with Eagle Strategies (NY Life) in Spearfish, SD, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. She has been with Eagle Strategies since 2008 and has longstanding ties to New York Life and its affiliated entities beginning in 2003. Burke serves on the board of the Black Hills State University Foundation and is an officer of Deadwood History Inc., which manages several historical museums. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, corporate and charitable clients, and institutional retirement plans. The firm delivers solutions through multiple program types with an emphasis on tailoring advice to client objectives and maintains a predominantly non-discretionary asset management approach.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar

Clint M

Series 63, Series 65

Spearfish, SD

VOYA Financial Advisors, Inc.

Clint Meyer is a financial advisor with VOYA Financial Advisors, Inc. in Spearfish, SD, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has been with VOYA Financial Advisors since 2014 and also owns Spearfish Insurance Brokerage, where he has worked since 2004. Outside of his advisory work, Meyer is involved in farm ownership for hunting purposes and is a partner in a commercial property entity. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm offers a variety of financial planning and portfolio management services delivered through multiple program structures, often providing non-discretionary advice that clients must approve before implementation.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
user avatar

Ryan A

Series 66

Spearfish, SD

Edward Jones

Ryan Aalbu is a financial advisor with Edward Jones in Spearfish, South Dakota. He holds the Series 66 license and began his advisory role at Edward Jones in 2025. Prior to this, he spent 18 years with Northern Hills Training Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Emily R

Series 66

Spearfish, SD

LPL Financial

Emily Robison is a financial advisor with LPL Financial in Spearfish, South Dakota, holding a Series 66 license and five years of industry experience. She has been affiliated with LPL Financial since 2007. Outside of her advisory work, she is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various strategic, tactical, and alternative investment options.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Caleb M

CFP®, Series 66

Spearfish, SD

LPL Financial

Caleb Montag is a CFP® with 12 years of experience in the financial services industry, currently affiliated with LPL Financial. His prior experience includes roles at Securities America Advisors and Sii Investments. Outside of his advisory work, he is a business owner of Bird Dog Distribution, LLC and Flyover Precision AG. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. (“Warmer”)