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Thomas N

Series 63, Series 65

Indianapolis, IN

Kestra Advisory

Thomas Nickol is a financial advisor with Kestra Advisory and holds Series 63 and Series 65 licenses. He has 41 years of experience in the financial services industry, including longstanding roles at Capitol Financial Services since 1984 and Kestra Advisory since 2016. Nickol is also involved in the sales and service of employee benefits and fixed insurance products through related business activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and investment advice, and manages approximately $79.8 billion in assets, including serving large institutional investors and sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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