Advisor at Commonwealth Financial Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Woodsfield, OH 43793
Credentials
CFP®, ChFC®, Series 66
Industry experience
20 years
Nikki Lude is a CFP® and ChFC® with 20 years of industry experience. She is currently an advisor at Commonwealth Financial Services, having previously worked at Arbor Point Advisors, Securities America, Inc., and LPL Financial. Lude serves on several local nonprofit boards, including the Monroe County Community Foundation and the Baker Economic Development & Scholarship Funds, and coaches elementary school volleyball. Commonwealth Financial Services is an SEC-registered investment adviser serving individuals, pensions, trusts, estates, corporations, and state and municipal government clients. The firm offers discretionary asset management, retirement-plan advisory programs, financial planning, and insurance products, employing both fundamental and technical analysis along with tactical trading strategies.
Based on Commonwealth Financial Services
Based on Commonwealth Financial Services
Flat fees for financial planning and consultation services can range up to $15,000 or more
up to 2.00% annually (maximum fee for Participant Retirement Program; actual fee may be tiered and negotiated)
Up to $750 or more per hour for financial planning and consultation services
Retainer fees for ongoing financial planning and consultation services charged as flat fee or percentage of assets up to 2% annually
Fee-only: Financial planning fees can be hourly (up to $750+/hour), fixed (up to $15,000+), or retainer fees (up to 2% of assets advised)
166 S. Main Street
Woodsfield, OH 43793
Ohio
Commonwealth Financial Services
2023 - Present (3 years)
Arbor Point Advisors
2019 - 2023 (4 years)
Securities America, Inc
2019 - 2023 (4 years)
LPL Financial, llc
2005 - 2019 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Paden City, WV
Hazlett, Burt & Watson, Inc.
Timothy Bidwell is a financial advisor with Hazlett, Burt & Watson, Inc. and holds Series 63 and Series 65 licenses. He has 24 years of industry experience and has been with Hazlett, Burt & Watson since 2000. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs an asset-allocation-based investment process and offers both discretionary and non-discretionary account management across a range of asset classes.
Series 63, Series 66
Clarington, OH
LPL Financial
Aaron Burga is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 11 years of industry experience. He previously worked at WesBanco Securities Inc. from 2013 to 2019 before joining LPL Financial in 2019. Outside of his advisory role, Burga serves as the mayor of Wilson Township, Ohio. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.
Series 63, Series 66
Clarington, OH
LPL Financial
Gary Williamson is a financial advisor with LPL Financial in Coshocton, Ohio, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at WesBanco Securities Inc. and Southeastern Ohio Credit Union. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of financial planning and investment management solutions supported by in-house research and a broad network of investment adviser representatives.
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