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Nicholas O

Series 66

Ste. Genevieve, MO

Lanark Financial, Inc.

Nicholas Oberle is a financial advisor at Lanark Financial, Inc. with five years of industry experience. He holds a Series 66 designation and has worked previously at First State Financial Management and Missouri State University. Outside of his advisory work, he operates an eBay business selling antiques, miscellaneous items, and sports cards. Lanark Financial provides investment advisory, financial planning, and portfolio management services to individuals, institutional clients, and businesses, utilizing multiple fee-based advisory programs and managed-account platforms with discretionary and non-discretionary options.

Tax-loss harvesting Wealth management Business exit / sale strategy Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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